+1,313.2%
AON vs VNQ
+386.3%
+926.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.4% | -1.9% |
| 7D | -6.3% | -1.3% | -5.0% | -5.8% |
| 30D | -14.1% | -2.6% | -11.5% | -13.2% |
| 3M | -9.5% | -2.0% | -7.5% | -8.7% |
| 6M | -4.0% | +4.3% | -8.3% | -5.7% |
| YTD | -13.8% | +9.2% | -23.0% | -16.8% |
| 1Y | -18.3% | +5.6% | -23.9% | -20.1% |
| 3Y | -7.2% | +30.8% | -38.0% | -17.2% |
| 5Y | +7.3% | +8.0% | -0.6% | +3.0% |
| 10Y | +203.6% | +63.7% | +139.9% | +146.3% |
| All | +1,313.2% | +386.3% | +926.9% | +620.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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