+197.7%
AON vs VOO
+325.3%
-127.6%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -2.2% |
| 7D | -6.3% | -0.8% | -5.5% | -5.8% |
| 30D | -14.1% | -1.1% | -13.0% | -13.5% |
| 3M | -9.5% | +3.9% | -13.4% | -12.1% |
| 6M | -4.0% | +13.6% | -17.6% | -12.8% |
| YTD | -13.8% | +12.7% | -26.5% | -21.4% |
| 1Y | -18.3% | +17.6% | -35.9% | -28.0% |
| 3Y | -7.2% | +77.3% | -84.5% | -41.1% |
| 5Y | +7.3% | +84.1% | -76.8% | -34.4% |
| All | +197.7% | +325.3% | -127.6% | -9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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