+197.7%
AON vs VIG
+250.0%
-52.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.4% | -2.3% |
| 7D | -6.3% | -1.1% | -5.2% | -5.5% |
| 30D | -14.1% | -2.7% | -11.4% | -12.0% |
| 3M | -9.5% | +2.5% | -12.0% | -11.4% |
| 6M | -4.0% | +9.2% | -13.2% | -11.1% |
| YTD | -13.8% | +9.8% | -23.6% | -20.7% |
| 1Y | -18.3% | +12.4% | -30.7% | -26.4% |
| 3Y | -7.2% | +55.9% | -63.1% | -37.9% |
| 5Y | +7.3% | +63.9% | -56.6% | -31.3% |
| All | +197.7% | +250.0% | -52.4% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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