+322.1%
IVV vs AON
+200.0%
+122.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.5% | +3.1% | +1.0% |
| 7D | -0.4% | -7.9% | +7.6% | +2.8% |
| 30D | -1.4% | -14.6% | +13.3% | +4.5% |
| 3M | +3.7% | -7.9% | +11.6% | +6.0% |
| 6M | +13.0% | -8.0% | +21.0% | +15.0% |
| YTD | +12.4% | -13.2% | +25.7% | +16.7% |
| 1Y | +18.6% | -16.4% | +35.0% | +24.8% |
| 3Y | +78.1% | -6.7% | +84.7% | +74.7% |
| 5Y | +82.3% | +8.0% | +74.2% | +63.6% |
| 10Y | +322.1% | +205.6% | +116.5% | +129.1% |
| All | +322.1% | +200.0% | +122.1% | +129.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 10y: compounded portfolio wealth divided by compounded AON 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…
10y analysis · Full analysis span regression · 6 months rolling