+67.8%
VTV vs ARES
+38.2%
+29.6%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.7% | +0.2% |
| 7D | -0.7% | -2.7% | +2.0% | -0.2% |
| 30D | -0.5% | -2.4% | +1.9% | -0.1% |
| 3M | +5.3% | +3.9% | +1.4% | +4.2% |
| 6M | +12.9% | +26.4% | -13.5% | +7.0% |
| YTD | +18.5% | -14.9% | +33.4% | +21.5% |
| 1Y | +25.3% | -20.4% | +45.7% | +30.0% |
| All | +67.8% | +38.2% | +29.6% | +51.7% |
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 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