+758.4%
IVV vs AON
+1,380.3%
-622.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.3% | +2.1% | +2.3% |
| 7D | +0.1% | +0.7% | -0.6% | -0.2% |
| 30D | -3.3% | +23.1% | -26.4% | -10.3% |
| 3M | -2.4% | -6.0% | +3.7% | -0.9% |
| 6M | +2.6% | +7.9% | -5.3% | -1.4% |
| YTD | +11.3% | -4.1% | +15.4% | +10.7% |
| 1Y | +13.4% | -2.3% | +15.8% | +12.0% |
| 3Y | +80.3% | +3.4% | +76.9% | +71.6% |
| 5Y | +72.7% | +17.1% | +55.6% | +56.1% |
| 10Y | +309.6% | +230.6% | +79.1% | +153.2% |
| All | +758.4% | +1,380.3% | -622.0% | +228.3% |
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