+102.9%
VTR vs ARES
+1,188.6%
-1,085.7%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.3% |
| 7D | +1.4% | +0.8% | +0.6% | +1.2% |
| 30D | +8.2% | +16.7% | -8.5% | +4.5% |
| 3M | +4.6% | -2.6% | +7.2% | +4.9% |
| 6M | +4.3% | +13.0% | -8.6% | +0.5% |
| YTD | +19.0% | -11.7% | +30.7% | +19.9% |
| 1Y | +21.6% | -6.7% | +28.3% | +20.5% |
| 3Y | +132.2% | +40.5% | +91.7% | +97.1% |
| 5Y | +94.4% | +88.2% | +6.2% | +47.4% |
| 10Y | +133.5% | +1,131.0% | -997.5% | +27.7% |
| All | +102.9% | +1,188.6% | -1,085.7% | +9.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling