+11.3%
IVV vs AON
-1.3%
+12.6%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.5% | -0.3% |
| 7D | -0.6% | +1.9% | -2.5% | -0.5% |
| 30D | -3.7% | +23.3% | -27.0% | -2.5% |
| 3M | -2.7% | -5.5% | +2.8% | -2.9% |
| 6M | +2.2% | +8.0% | -5.8% | +2.7% |
| YTD | +10.9% | -4.0% | +14.9% | +11.4% |
| 1Y | +11.3% | -1.7% | +13.1% | +11.8% |
| All | +11.3% | -1.3% | +12.6% | +11.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling