+999.8%
ARES price history and return analytics
+222.7%
+777.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.4% | -2.2% |
| 7D | -2.7% | -0.1% | -2.5% | -2.4% |
| 30D | -2.4% | -0.7% | -1.7% | -1.4% |
| 3M | +3.9% | +4.0% | -0.1% | -1.3% |
| 6M | +26.4% | +12.3% | +14.1% | +8.2% |
| YTD | -14.9% | +14.0% | -28.9% | -28.3% |
| 1Y | -20.4% | +20.3% | -40.7% | -37.5% |
| 3Y | +38.8% | +75.4% | -36.7% | -31.9% |
| 5Y | +97.0% | +66.0% | +31.0% | +6.8% |
| 10Y | +999.8% | +228.2% | +771.6% | +253.6% |
| All | +999.8% | +222.7% | +777.1% | +253.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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