+230.6%
AON vs VT
+223.7%
+6.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.6% | -2.3% | -1.4% |
| 7D | +0.7% | +0.4% | +0.3% | +0.4% |
| 30D | +23.1% | -2.6% | +25.7% | +25.0% |
| 3M | -6.0% | -3.2% | -2.8% | -4.2% |
| 6M | +7.9% | +0.9% | +6.9% | +6.2% |
| YTD | -4.1% | +11.3% | -15.4% | -12.5% |
| 1Y | -2.3% | +14.0% | -16.3% | -12.4% |
| 3Y | +3.4% | +75.8% | -72.4% | -34.4% |
| 5Y | +17.1% | +57.8% | -40.7% | -19.7% |
| 10Y | +230.6% | +219.8% | +10.8% | +29.8% |
| All | +230.6% | +223.7% | +6.9% | +29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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