-18.3%
AON vs VTEB
+0.4%
-18.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.0% | -1.6% |
| 7D | -6.3% | -0.9% | -5.4% | -6.2% |
| 30D | -14.1% | -2.5% | -11.6% | -14.3% |
| 3M | -9.5% | -3.0% | -6.5% | -10.1% |
| 6M | -4.0% | -2.1% | -1.9% | -4.2% |
| YTD | -13.8% | -1.5% | -12.3% | -12.2% |
| 1Y | -18.3% | +0.2% | -18.5% | -11.8% |
| All | -18.3% | +0.4% | -18.7% | -11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 1y: compounded portfolio wealth divided by compounded VTEB 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…
1y analysis · Full analysis span regression · 6 months rolling