+758.9%
AON vs VT
+374.2%
+384.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -10.8% |
| 3M | +0.5% | +2.4% | -1.9% | -1.5% |
| 6M | -4.8% | +12.0% | -16.8% | -12.2% |
| YTD | -8.0% | +15.3% | -23.3% | -16.8% |
| 1Y | -13.1% | +22.6% | -35.7% | -24.6% |
| 3Y | -1.3% | +74.7% | -76.0% | -32.6% |
| 5Y | +14.9% | +66.1% | -51.2% | -19.3% |
| 10Y | +214.9% | +225.0% | -10.1% | +45.5% |
| All | +758.9% | +374.2% | +384.7% | +242.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling