+31.4%
VCIT vs AON
+228.1%
-196.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.6% |
| 7D | -1.4% | -3.2% | +1.8% | -1.3% |
| 30D | +0.8% | +21.7% | -20.9% | 0.0% |
| 3M | -1.7% | -5.1% | +3.4% | -1.6% |
| 6M | -2.1% | +5.9% | -8.0% | -2.4% |
| YTD | -2.0% | -4.8% | +2.8% | -2.0% |
| 1Y | -1.5% | -4.1% | +2.6% | -1.5% |
| 3Y | +19.0% | +2.0% | +17.0% | +18.3% |
| 5Y | +3.8% | +15.2% | -11.4% | +2.2% |
| All | +31.4% | +228.1% | -196.7% | +27.1% |
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