+70.6%
VZ vs ARES
+1,270.2%
-1,199.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.7% | +0.6% |
| 7D | +2.4% | +8.1% | -5.8% | +1.6% |
| 30D | +11.2% | +18.9% | -7.7% | +9.4% |
| 3M | 0.0% | +2.3% | -2.3% | -0.3% |
| 6M | +1.3% | +12.7% | -11.4% | -0.1% |
| YTD | +21.3% | -10.8% | +32.0% | +21.8% |
| 1Y | +23.9% | -5.3% | +29.3% | +23.6% |
| 3Y | +57.7% | +42.0% | +15.6% | +45.8% |
| 5Y | +21.2% | +88.3% | -67.1% | +5.8% |
| 10Y | +70.6% | +1,148.2% | -1,077.7% | +19.4% |
| All | +70.6% | +1,270.2% | -1,199.6% | +19.4% |
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 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