+80.5%
VTV vs ARES
+90.2%
-9.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.1% | -0.1% |
| 7D | -2.1% | -7.7% | +5.6% | -0.3% |
| 30D | -1.3% | -8.7% | +7.4% | +0.6% |
| 3M | +5.6% | +2.8% | +2.8% | +4.5% |
| 6M | +12.4% | +23.1% | -10.7% | +5.9% |
| YTD | +17.6% | -17.3% | +34.9% | +21.4% |
| 1Y | +23.5% | -24.3% | +47.8% | +29.8% |
| 3Y | +67.0% | +34.9% | +32.1% | +46.0% |
| 5Y | +80.5% | +93.5% | -12.9% | +36.3% |
| All | +80.5% | +90.2% | -9.7% | +36.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling