+1,601.3%
AON vs VO
+821.9%
+779.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.9% |
| 7D | -3.2% | +0.6% | -3.8% | -3.6% |
| 30D | -11.9% | -1.1% | -10.8% | -11.2% |
| 3M | -2.9% | +4.5% | -7.4% | -5.8% |
| 6M | -6.8% | +11.1% | -17.9% | -13.4% |
| YTD | -10.1% | +13.5% | -23.6% | -17.7% |
| 1Y | -14.2% | +14.5% | -28.7% | -22.1% |
| 3Y | -3.3% | +58.1% | -61.4% | -29.7% |
| 5Y | +13.6% | +43.3% | -29.7% | -12.5% |
| 10Y | +209.2% | +193.2% | +16.0% | +48.0% |
| All | +1,601.3% | +821.9% | +779.3% | +288.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling