+5.1%
AON vs VLTO
+55.4%
-50.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.1% | -0.6% |
| 7D | -3.2% | +0.8% | -4.0% | -3.4% |
| 30D | +21.7% | +18.7% | +3.0% | +15.7% |
| 3M | -5.1% | +21.7% | -26.8% | -10.4% |
| 6M | +5.9% | +35.8% | -29.9% | -2.8% |
| YTD | -4.8% | +18.3% | -23.1% | -9.9% |
| 1Y | -4.1% | +20.9% | -24.9% | -9.8% |
| 3Y | +2.0% | +68.8% | -66.8% | -8.9% |
| All | +5.1% | +55.4% | -50.3% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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