+130.8%
VTR vs ARES
+34.3%
+96.5%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.8% | +4.0% | +1.3% |
| 7D | -1.8% | -7.7% | +5.9% | -1.5% |
| 30D | +4.0% | -8.7% | +12.7% | +4.4% |
| 3M | +7.8% | +2.8% | +5.0% | +7.5% |
| 6M | +6.4% | +23.1% | -16.7% | +4.5% |
| YTD | +18.3% | -17.3% | +35.6% | +20.0% |
| 1Y | +33.9% | -24.3% | +58.2% | +37.2% |
| All | +130.8% | +34.3% | +96.5% | +101.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling