+7.3%
AON vs VEU
+55.0%
-47.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.0% | -2.7% | -2.0% |
| 7D | -6.3% | -1.4% | -4.9% | -5.9% |
| 30D | -14.1% | -0.4% | -13.7% | -14.0% |
| 3M | -9.5% | +2.5% | -12.0% | -10.5% |
| 6M | -4.0% | +11.1% | -15.2% | -8.8% |
| YTD | -13.8% | +16.5% | -30.3% | -20.4% |
| 1Y | -18.3% | +22.9% | -41.2% | -26.7% |
| 3Y | -7.2% | +73.4% | -80.6% | -32.5% |
| All | +7.3% | +55.0% | -47.7% | -17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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