-99.9%
AEON vs VT
+74.1%
-174.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.6% | +0.8% | +1.3% |
| 7D | -33.3% | +0.4% | -33.7% | -32.8% |
| 30D | -34.1% | -2.6% | -31.5% | -32.1% |
| 3M | -34.3% | -3.2% | -31.1% | -32.1% |
| 6M | -79.8% | +0.9% | -80.7% | -79.7% |
| YTD | -83.5% | +11.3% | -94.8% | -84.5% |
| 1Y | -79.9% | +14.0% | -93.9% | -81.5% |
| 3Y | -99.9% | +75.8% | -175.8% | -100.0% |
| All | -99.9% | +74.1% | -174.1% | -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