+9.1%
AON vs VSAT
+50.0%
-40.8%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.5% | -1.5% | +1.0% |
| 7D | -5.9% | +3.4% | -9.3% | -5.9% |
| 30D | -13.7% | -12.2% | -1.4% | -13.5% |
| 3M | -8.3% | +20.6% | -28.9% | -8.7% |
| 6M | -3.6% | +60.2% | -63.8% | -4.9% |
| YTD | -12.4% | +115.3% | -127.6% | -14.4% |
| 1Y | -14.6% | +154.6% | -169.2% | -17.2% |
| 3Y | -5.7% | +211.2% | -216.9% | -10.8% |
| 5Y | +9.1% | +52.7% | -43.5% | -5.7% |
| All | +9.1% | +50.0% | -40.8% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 5y: compounded portfolio wealth divided by compounded VSAT 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…
5y analysis · Full analysis span regression · 6 months rolling