+75.4%
VEA vs AON
-7.5%
+82.9%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.7% | +2.7% | +1.1% |
| 7D | -1.5% | -6.3% | +4.9% | -1.2% |
| 30D | -0.8% | -14.1% | +13.3% | -0.2% |
| 3M | +2.5% | -9.5% | +12.0% | +2.7% |
| 6M | +11.1% | -4.0% | +15.2% | +10.6% |
| YTD | +17.2% | -13.8% | +31.0% | +18.3% |
| 1Y | +24.5% | -18.3% | +42.8% | +26.9% |
| 3Y | +75.4% | -7.2% | +82.6% | +76.3% |
| All | +75.4% | -7.5% | +82.9% | +76.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling