+274.8%
AON vs VTEB
+25.5%
+249.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.0% | -1.8% |
| 7D | -6.3% | -0.9% | -5.4% | -5.9% |
| 30D | -14.1% | -2.5% | -11.6% | -12.9% |
| 3M | -9.5% | -3.0% | -6.5% | -8.1% |
| 6M | -4.0% | -2.1% | -1.9% | -3.0% |
| YTD | -13.8% | -1.5% | -12.3% | -13.1% |
| 1Y | -18.3% | +0.2% | -18.5% | -18.4% |
| 3Y | -7.2% | +8.6% | -15.7% | -11.4% |
| 5Y | +7.3% | +1.2% | +6.1% | +5.8% |
| 10Y | +203.6% | +18.1% | +185.5% | +205.8% |
| All | +274.8% | +25.5% | +249.2% | +333.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling