+170.2%
VEA vs AON
+836.7%
-666.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.5% | +2.7% | +0.7% |
| 7D | +0.3% | -7.9% | +8.2% | +4.0% |
| 30D | +0.4% | -14.6% | +15.1% | +7.2% |
| 3M | +4.8% | -7.9% | +12.7% | +7.4% |
| 6M | +11.3% | -8.0% | +19.3% | +13.2% |
| YTD | +17.4% | -13.2% | +30.6% | +21.9% |
| 1Y | +26.2% | -16.4% | +42.6% | +33.0% |
| 3Y | +77.7% | -6.7% | +84.4% | +73.4% |
| 5Y | +60.9% | +8.0% | +52.9% | +42.4% |
| 10Y | +163.6% | +205.6% | -42.0% | +23.3% |
| All | +170.2% | +836.7% | -666.5% | -36.9% |
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