+374.9%
V vs AON
+209.9%
+165.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.1% | -0.6% |
| 7D | -3.0% | -5.9% | +2.8% | 0.0% |
| 30D | +1.2% | -13.7% | +14.9% | +8.7% |
| 3M | +13.9% | -8.3% | +22.2% | +18.3% |
| 6M | +17.2% | -3.6% | +20.9% | +18.3% |
| YTD | +5.3% | -12.4% | +17.7% | +11.2% |
| 1Y | +9.5% | -14.6% | +24.1% | +17.1% |
| 3Y | +51.9% | -5.7% | +57.6% | +51.4% |
| 5Y | +69.6% | +9.1% | +60.4% | +52.3% |
| All | +374.9% | +209.9% | +165.1% | +127.1% |
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