-99.9%
AEON vs VT
+75.0%
-174.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | 0.0% | -5.5% | -5.5% |
| 7D | -23.2% | +0.4% | -23.7% | -23.5% |
| 30D | -16.9% | +1.0% | -17.9% | -17.5% |
| 3M | -67.3% | +2.4% | -69.7% | -67.8% |
| 6M | -77.9% | +12.0% | -89.9% | -79.5% |
| YTD | -78.1% | +15.3% | -93.4% | -80.1% |
| 1Y | -68.6% | +22.6% | -91.2% | -73.0% |
| All | -99.9% | +75.0% | -174.9% | -100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling