+102.6%
ARES price history and return analytics
+66.2%
+36.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.3% |
| 7D | -0.3% | +1.0% | -1.3% | -1.9% |
| 30D | +1.3% | -0.2% | +1.5% | +1.8% |
| 3M | +10.4% | +4.5% | +5.8% | +2.9% |
| 6M | +29.0% | +14.1% | +15.0% | +4.3% |
| YTD | -12.2% | +14.8% | -27.0% | -29.3% |
| 1Y | -18.4% | +21.2% | -39.6% | -39.9% |
| 3Y | +43.2% | +76.6% | -33.4% | -41.2% |
| 5Y | +102.6% | +66.6% | +36.0% | -5.5% |
| All | +102.6% | +66.2% | +36.4% | -5.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling