+197.7%
AON vs VMC
+156.6%
+41.1%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.5% | -1.9% |
| 7D | -6.3% | -3.8% | -2.5% | -5.4% |
| 30D | -14.1% | -9.7% | -4.4% | -11.9% |
| 3M | -9.5% | -9.6% | +0.1% | -7.4% |
| 6M | -4.0% | -4.8% | +0.8% | -3.4% |
| YTD | -13.8% | -10.9% | -2.9% | -12.3% |
| 1Y | -18.3% | -15.6% | -2.7% | -15.8% |
| 3Y | -7.2% | +19.3% | -26.5% | -13.6% |
| 5Y | +7.3% | +48.0% | -40.7% | -6.2% |
| All | +197.7% | +156.6% | +41.1% | +129.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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