+1,101.7%
ARES price history and return analytics
+221.8%
+879.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.4% |
| 7D | +0.5% | +2.4% | -1.9% | -2.7% |
| 30D | +19.7% | -1.5% | +21.2% | +21.9% |
| 3M | -9.0% | -4.1% | -4.9% | -3.6% |
| 6M | +11.5% | +0.6% | +11.0% | +10.9% |
| YTD | -13.8% | +11.0% | -24.9% | -24.9% |
| 1Y | -5.6% | +13.3% | -18.9% | -20.0% |
| 3Y | +36.1% | +73.4% | -37.3% | -32.8% |
| 5Y | +82.7% | +57.4% | +25.2% | +4.9% |
| All | +1,101.7% | +221.8% | +879.9% | +287.3% |
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