+310.3%
IVV vs AON
+233.0%
+77.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.9% | -1.0% |
| 7D | +2.6% | +1.0% | +1.5% | +2.2% |
| 30D | -2.0% | +23.2% | -25.2% | -9.7% |
| 3M | -2.8% | -5.0% | +2.2% | -1.4% |
| 6M | +2.2% | +9.3% | -7.2% | -2.9% |
| YTD | +11.5% | -3.4% | +14.9% | +10.7% |
| 1Y | +13.5% | -2.9% | +16.4% | +12.3% |
| 3Y | +78.1% | +3.6% | +74.4% | +67.4% |
| 5Y | +73.1% | +16.9% | +56.2% | +51.0% |
| All | +310.3% | +233.0% | +77.4% | +117.2% |
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