+289.2%
VTV vs ARES
+1,181.8%
-892.7%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.3% | -0.5% |
| 7D | +0.3% | -0.3% | +0.6% | +0.4% |
| 30D | +0.1% | +1.3% | -1.1% | -0.3% |
| 3M | +6.2% | +10.4% | -4.2% | +3.1% |
| 6M | +13.5% | +29.0% | -15.5% | +5.2% |
| YTD | +18.9% | -12.2% | +31.0% | +20.6% |
| 1Y | +25.8% | -18.4% | +44.2% | +29.6% |
| 3Y | +68.7% | +43.2% | +25.6% | +45.7% |
| 5Y | +80.3% | +102.6% | -22.3% | +37.6% |
| 10Y | +226.3% | +1,029.6% | -803.3% | +70.7% |
| All | +289.2% | +1,181.8% | -892.7% | +95.6% |
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