+7.3%
AON vs VTR
+87.5%
-80.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.5% |
| 7D | -6.3% | -0.3% | -6.0% | -6.2% |
| 30D | -14.1% | +1.1% | -15.2% | -14.3% |
| 3M | -9.5% | +7.9% | -17.4% | -10.9% |
| 6M | -4.0% | +6.2% | -10.2% | -5.4% |
| YTD | -13.8% | +17.7% | -31.5% | -17.0% |
| 1Y | -18.3% | +32.9% | -51.2% | -23.4% |
| 3Y | -7.2% | +129.7% | -136.9% | -22.9% |
| All | +7.3% | +87.5% | -80.3% | -10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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