+11.8%
VXUS vs ARES
-10.4%
+22.3%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.3% | +2.4% | -0.4% |
| 7D | +2.3% | -0.3% | +2.6% | +2.3% |
| 30D | -2.2% | +15.3% | -17.5% | -4.3% |
| 3M | -5.4% | -5.4% | 0.0% | -4.8% |
| 6M | -1.2% | +10.0% | -11.3% | -2.8% |
| YTD | +10.4% | -14.7% | +25.1% | +10.8% |
| 1Y | +11.8% | -9.7% | +21.5% | +11.0% |
| All | +11.8% | -10.4% | +22.3% | +11.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling