+7.3%
AON vs VTEB
+1.2%
+6.0%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.0% | -1.9% |
| 7D | -6.3% | -0.9% | -5.4% | -5.8% |
| 30D | -14.1% | -2.5% | -11.6% | -12.8% |
| 3M | -9.5% | -3.0% | -6.5% | -7.8% |
| 6M | -4.0% | -2.1% | -1.9% | -2.8% |
| YTD | -13.8% | -1.5% | -12.3% | -13.0% |
| 1Y | -18.3% | +0.2% | -18.5% | -18.5% |
| 3Y | -7.2% | +8.6% | -15.7% | -13.3% |
| All | +7.3% | +1.2% | +6.0% | -0.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling