+3.1%
AON vs VT
+75.6%
-72.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.1% | -0.1% |
| 7D | -2.4% | -0.7% | -1.7% | -2.3% |
| 30D | +22.8% | -1.7% | +24.5% | +23.1% |
| 3M | -5.3% | -2.3% | -3.0% | -5.0% |
| 6M | +8.4% | +1.5% | +6.8% | +7.8% |
| YTD | -3.9% | +12.0% | -16.0% | -7.4% |
| 1Y | -3.1% | +12.9% | -16.0% | -6.9% |
| All | +3.1% | +75.6% | -72.5% | -16.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling