+1,172.8%
ARES price history and return analytics
+238.2%
+934.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.6% | +1.6% | +1.0% |
| 7D | +5.0% | +0.4% | +4.6% | +4.5% |
| 30D | +19.1% | -2.6% | +21.7% | +22.8% |
| 3M | +3.1% | -3.2% | +6.3% | +7.4% |
| 6M | +12.9% | +0.9% | +11.9% | +11.9% |
| YTD | -10.7% | +11.3% | -22.0% | -21.1% |
| 1Y | -5.5% | +14.0% | -19.5% | -19.0% |
| 3Y | +45.0% | +75.8% | -30.8% | -23.6% |
| 5Y | +87.4% | +57.8% | +29.6% | +14.4% |
| 10Y | +1,267.4% | +219.8% | +1,047.6% | +366.0% |
| All | +1,172.8% | +238.2% | +934.6% | +340.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling