+801.6%
AON vs VIG
+614.0%
+187.6%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.1% |
| 7D | -7.9% | -1.2% | -6.7% | -7.0% |
| 30D | -14.6% | -2.8% | -11.8% | -12.5% |
| 3M | -7.9% | +2.5% | -10.4% | -9.8% |
| 6M | -8.0% | +8.1% | -16.1% | -14.0% |
| YTD | -13.2% | +9.6% | -22.8% | -19.9% |
| 1Y | -16.4% | +14.2% | -30.6% | -25.6% |
| 3Y | -6.7% | +56.1% | -62.8% | -36.7% |
| 5Y | +8.0% | +62.8% | -54.8% | -29.2% |
| 10Y | +205.6% | +248.2% | -42.6% | +6.1% |
| All | +801.6% | +614.0% | +187.6% | +78.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling