-7.2%
AON vs VIVK
-100.0%
+92.8%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -7.4% | +5.7% | -1.6% |
| 7D | -6.3% | -4.4% | -1.9% | -6.3% |
| 30D | -14.1% | -40.8% | +26.7% | -13.9% |
| 3M | -9.5% | -94.1% | +84.7% | -8.8% |
| 6M | -4.0% | -98.2% | +94.2% | -3.1% |
| YTD | -13.8% | -98.0% | +84.2% | -12.7% |
| 1Y | -18.3% | -100.0% | +81.7% | -16.2% |
| 3Y | -7.2% | -100.0% | +92.8% | -9.0% |
| All | -7.2% | -100.0% | +92.8% | -9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 3y: compounded portfolio wealth divided by compounded VIVK 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…
3y analysis · Full analysis span regression · 6 months rolling