+817.9%
AON vs VT
+345.0%
+472.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.1% | +4.0% | +2.4% |
| 7D | +7.3% | -4.2% | +11.5% | +10.1% |
| 30D | +26.0% | -5.8% | +31.8% | +30.5% |
| 3M | -4.1% | -5.2% | +1.2% | -1.1% |
| 6M | +10.0% | +0.1% | +9.9% | +9.0% |
| YTD | -1.7% | +8.2% | -9.9% | -7.8% |
| 1Y | +1.5% | +10.1% | -8.6% | -5.9% |
| 3Y | +8.9% | +69.7% | -60.8% | -24.6% |
| 5Y | +23.8% | +53.4% | -29.5% | -8.8% |
| 10Y | +248.9% | +219.2% | +29.7% | +62.9% |
| All | +817.9% | +345.0% | +472.9% | +280.0% |
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 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