+16.3%
AON vs VT
+66.2%
-49.9%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -9.1% | +0.4% | -9.5% | -9.3% |
| 30D | -10.2% | +1.0% | -11.2% | -10.7% |
| 3M | +0.5% | +2.4% | -1.9% | -1.0% |
| 6M | -4.8% | +12.0% | -16.8% | -11.2% |
| YTD | -8.0% | +15.3% | -23.3% | -15.9% |
| 1Y | -13.1% | +22.6% | -35.7% | -23.7% |
| 3Y | -1.3% | +74.7% | -76.0% | -33.5% |
| All | +16.3% | +66.2% | -49.9% | -20.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling