+9.1%
AON vs VIG
+61.5%
-52.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.4% |
| 7D | -5.9% | -2.2% | -3.7% | -4.1% |
| 30D | -13.7% | -3.2% | -10.4% | -11.3% |
| 3M | -8.3% | +3.0% | -11.3% | -10.5% |
| 6M | -3.6% | +8.1% | -11.8% | -9.8% |
| YTD | -12.4% | +9.1% | -21.4% | -18.7% |
| 1Y | -14.6% | +12.6% | -27.2% | -23.1% |
| 3Y | -5.7% | +55.4% | -61.1% | -37.6% |
| 5Y | +9.1% | +62.8% | -53.6% | -31.9% |
| All | +9.1% | +61.5% | -52.3% | -31.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling