+776.1%
IVV vs AON
+1,320.8%
-544.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | 0.0% |
| 7D | +0.1% | -9.1% | +9.2% | +3.3% |
| 30D | +0.1% | -10.2% | +10.3% | +3.6% |
| 3M | +2.0% | +0.5% | +1.5% | +1.0% |
| 6M | +13.0% | -4.8% | +17.9% | +13.6% |
| YTD | +13.6% | -8.0% | +21.6% | +15.1% |
| 1Y | +20.1% | -13.1% | +33.1% | +23.9% |
| 3Y | +77.6% | -1.3% | +78.9% | +72.4% |
| 5Y | +82.5% | +14.9% | +67.6% | +66.4% |
| 10Y | +316.5% | +214.9% | +101.6% | +162.8% |
| All | +776.1% | +1,320.8% | -544.7% | +241.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling