+1,403.5%
AON vs VTR
+1,484.0%
-80.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.4% |
| 7D | -7.9% | -2.9% | -5.0% | -7.4% |
| 30D | -14.6% | -2.8% | -11.9% | -14.2% |
| 3M | -7.9% | +9.0% | -16.9% | -9.3% |
| 6M | -8.0% | +5.0% | -13.0% | -9.0% |
| YTD | -13.2% | +16.9% | -30.2% | -15.8% |
| 1Y | -16.4% | +34.3% | -50.7% | -21.0% |
| 3Y | -6.7% | +131.6% | -138.2% | -20.4% |
| 5Y | +8.0% | +88.0% | -80.0% | -5.4% |
| 10Y | +205.6% | +97.8% | +107.8% | +148.6% |
| All | +1,403.5% | +1,484.0% | -80.5% | +795.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling