+5,143.6%
AON vs VSH
+1,674.8%
+3,468.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.4% | -5.6% | -1.8% |
| 7D | -9.1% | +4.1% | -13.1% | -9.6% |
| 30D | -10.2% | -4.2% | -6.1% | -10.0% |
| 3M | +0.5% | -50.0% | +50.5% | +7.8% |
| 6M | -4.8% | +80.2% | -85.0% | -15.3% |
| YTD | -8.0% | +121.1% | -129.1% | -20.8% |
| 1Y | -13.1% | +112.0% | -125.1% | -25.1% |
| 3Y | -1.3% | +22.5% | -23.8% | -10.7% |
| 5Y | +14.9% | +64.0% | -49.1% | -1.3% |
| 10Y | +214.9% | +170.4% | +44.5% | +144.9% |
| All | +5,143.6% | +1,674.8% | +3,468.8% | +2,689.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling