+32.9%
VTR vs ARES
-23.8%
+56.7%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.4% |
| 7D | -0.3% | -6.1% | +5.8% | -0.7% |
| 30D | +1.1% | -7.5% | +8.6% | +0.6% |
| 3M | +7.9% | +0.1% | +7.8% | +8.0% |
| 6M | +6.2% | +30.3% | -24.1% | +7.6% |
| YTD | +17.7% | -16.6% | +34.3% | +16.1% |
| 1Y | +32.9% | -26.1% | +59.0% | +31.0% |
| All | +32.9% | -23.8% | +56.7% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ARES wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling