+65.5%
VZ vs ARES
+1,313.3%
-1,247.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.2% | -3.4% | +0.4% |
| 7D | +2.2% | +5.0% | -2.7% | +1.8% |
| 30D | +10.6% | +19.1% | -8.5% | +8.8% |
| 3M | -0.6% | +3.1% | -3.7% | -1.0% |
| 6M | +0.7% | +12.9% | -12.1% | -0.6% |
| YTD | +20.6% | -10.7% | +31.3% | +21.1% |
| 1Y | +22.7% | -5.5% | +28.3% | +22.4% |
| 3Y | +57.2% | +45.0% | +12.2% | +45.3% |
| 5Y | +21.4% | +87.4% | -66.0% | +6.4% |
| 10Y | +65.5% | +1,267.4% | -1,201.9% | +23.1% |
| All | +65.5% | +1,313.3% | -1,247.8% | +23.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling