+2,926.4%
V vs AON
+840.4%
+2,086.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.3% |
| 7D | -1.7% | -9.1% | +7.4% | +3.2% |
| 30D | +2.0% | -10.2% | +12.2% | +7.8% |
| 3M | +17.4% | +0.5% | +16.9% | +16.2% |
| 6M | +17.5% | -4.8% | +22.3% | +19.5% |
| YTD | +7.6% | -8.0% | +15.6% | +11.0% |
| 1Y | +7.7% | -13.1% | +20.8% | +14.5% |
| 3Y | +54.7% | -1.3% | +55.9% | +50.1% |
| 5Y | +73.0% | +14.9% | +58.1% | +51.0% |
| 10Y | +390.9% | +214.9% | +175.9% | +127.1% |
| All | +2,926.4% | +840.4% | +2,086.1% | +600.5% |
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