-0.7%
AON vs VLTO
+26.2%
-26.9%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.4% | -2.0% |
| 7D | -3.2% | -1.6% | -1.7% | -2.8% |
| 30D | -11.9% | -2.9% | -9.0% | -11.2% |
| 3M | -2.9% | +12.7% | -15.5% | -5.8% |
| 6M | -6.8% | +1.6% | -8.4% | -7.4% |
| YTD | -10.1% | -4.0% | -6.1% | -9.5% |
| 1Y | -14.2% | -10.2% | -4.1% | -12.2% |
| All | -0.7% | +26.2% | -26.9% | -4.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling