+51.8%
VG vs AON
+2.1%
+49.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +4.4% | -12.1% | -7.1% |
| 7D | -16.4% | +9.4% | -25.8% | -15.5% |
| 30D | -10.8% | +27.0% | -37.8% | -9.3% |
| 3M | -6.3% | -3.1% | -3.2% | -4.7% |
| 6M | -12.5% | +10.0% | -22.5% | -13.4% |
| YTD | +76.9% | -1.6% | +78.5% | +79.0% |
| 1Y | +51.8% | +0.9% | +50.9% | +50.5% |
| All | +51.8% | +2.1% | +49.7% | +50.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling