+86.8%
VZ vs ARES
+1,152.0%
-1,065.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | +2.1% | +4.5% | -2.4% | +1.7% |
| 30D | +1.4% | +15.7% | -14.4% | +0.1% |
| 3M | -1.3% | -2.0% | +0.7% | -1.2% |
| 6M | -0.5% | +10.4% | -10.9% | -1.6% |
| YTD | +19.6% | -14.2% | +33.9% | +20.5% |
| 1Y | +22.4% | -7.8% | +30.1% | +22.3% |
| 3Y | +55.9% | +41.4% | +14.5% | +45.4% |
| 5Y | +20.4% | +83.7% | -63.3% | +7.1% |
| 10Y | +66.9% | +1,204.1% | -1,137.2% | +21.1% |
| All | +86.8% | +1,152.0% | -1,065.2% | +34.4% |
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 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