+98.0%
VCIT vs AON
+870.7%
-772.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | 0.0% |
| 7D | -0.3% | -9.1% | +8.7% | -0.2% |
| 30D | -0.8% | -10.2% | +9.5% | -0.6% |
| 3M | -1.0% | +0.5% | -1.5% | -1.1% |
| 6M | -1.8% | -4.8% | +3.0% | -1.8% |
| YTD | -0.7% | -8.0% | +7.3% | -0.6% |
| 1Y | +1.0% | -13.1% | +14.0% | +1.2% |
| 3Y | +18.8% | -1.3% | +20.1% | +18.7% |
| 5Y | +3.5% | +14.9% | -11.4% | +2.9% |
| 10Y | +29.2% | +214.9% | -185.7% | +29.5% |
| All | +98.0% | +870.7% | -772.8% | +106.3% |
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