-7.2%
AON vs VTRS
+84.5%
-91.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.4% | -1.7% |
| 7D | -6.3% | -2.2% | -4.1% | -6.2% |
| 30D | -14.1% | +3.3% | -17.4% | -14.3% |
| 3M | -9.5% | +2.0% | -11.5% | -9.6% |
| 6M | -4.0% | +19.9% | -24.0% | -5.0% |
| YTD | -13.8% | +35.7% | -49.5% | -15.7% |
| 1Y | -18.3% | +68.1% | -86.4% | -21.6% |
| 3Y | -7.2% | +87.1% | -94.3% | -13.7% |
| All | -7.2% | +84.5% | -91.7% | -13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 3y: compounded portfolio wealth divided by compounded VTRS 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…
3y analysis · Full analysis span regression · 6 months rolling