+61.4%
VWO vs ARES
+34.3%
+27.1%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.8% | +1.3% | -1.0% |
| 7D | -1.7% | -7.7% | +6.0% | -0.3% |
| 30D | -0.3% | -8.7% | +8.4% | +1.3% |
| 3M | +4.0% | +2.8% | +1.1% | +3.1% |
| 6M | +8.1% | +23.1% | -15.0% | +3.5% |
| YTD | +11.6% | -17.3% | +28.9% | +14.4% |
| 1Y | +16.2% | -24.3% | +40.5% | +20.9% |
| All | +61.4% | +34.3% | +27.1% | +43.4% |
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