+119.5%
VXUS vs ARES
+1,152.0%
-1,032.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | 0.0% | +0.1% |
| 7D | -1.8% | +4.5% | -6.3% | -2.9% |
| 30D | -4.6% | +15.7% | -20.3% | -8.0% |
| 3M | -6.1% | -2.0% | -4.1% | -5.9% |
| 6M | -4.9% | +10.4% | -15.3% | -7.9% |
| YTD | +8.1% | -14.2% | +22.3% | +10.2% |
| 1Y | +12.1% | -7.8% | +19.8% | +12.0% |
| 3Y | +63.9% | +41.4% | +22.5% | +42.3% |
| 5Y | +43.1% | +83.7% | -40.5% | +12.9% |
| 10Y | +139.2% | +1,204.1% | -1,064.9% | +27.9% |
| All | +119.5% | +1,152.0% | -1,032.5% | +14.0% |
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 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