+197.7%
AON vs VSH
+196.4%
+1.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +6.1% | -7.8% | -2.4% |
| 7D | -6.3% | +4.8% | -11.1% | -6.8% |
| 30D | -14.1% | -0.7% | -13.4% | -14.2% |
| 3M | -9.5% | -43.1% | +33.6% | -4.2% |
| 6M | -4.0% | +91.8% | -95.8% | -18.3% |
| YTD | -13.8% | +131.6% | -145.4% | -29.5% |
| 1Y | -18.3% | +118.1% | -136.4% | -33.0% |
| 3Y | -7.2% | +40.9% | -48.1% | -19.3% |
| 5Y | +7.3% | +75.8% | -68.4% | -13.9% |
| All | +197.7% | +196.4% | +1.2% | +92.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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