+51.6%
AON vs ROIV
+298.2%
-246.5%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.8% | -4.3% | -3.5% |
| 7D | -7.9% | +22.3% | -30.2% | -8.5% |
| 30D | -14.6% | +16.9% | -31.5% | -15.1% |
| 3M | -7.9% | +43.9% | -51.8% | -9.2% |
| 6M | -8.0% | +41.6% | -49.6% | -9.3% |
| YTD | -13.2% | +92.7% | -105.9% | -15.7% |
| 1Y | -16.4% | +210.2% | -226.6% | -20.7% |
| 3Y | -6.7% | +231.8% | -238.5% | -12.3% |
| 5Y | +8.0% | +319.8% | -311.8% | -2.1% |
| All | +51.6% | +298.2% | -246.5% | +38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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