+0.9%
AON vs VO
+16.3%
-15.4%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.9% | +3.5% | +4.3% |
| 7D | +9.4% | +1.0% | +8.5% | +9.3% |
| 30D | +27.0% | +2.6% | +24.4% | +26.7% |
| 3M | -3.1% | -0.3% | -2.8% | -3.2% |
| 6M | +10.0% | +7.6% | +2.4% | +9.6% |
| YTD | -1.6% | +14.7% | -16.3% | -2.8% |
| 1Y | +0.9% | +16.4% | -15.5% | -0.9% |
| All | +0.9% | +16.3% | -15.4% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling