-49.4%
VG vs AON
-6.2%
-43.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.7% |
| 7D | -7.7% | +1.9% | -9.6% | -7.7% |
| 30D | -8.8% | +23.3% | -32.1% | -10.3% |
| 3M | -15.6% | -5.5% | -10.1% | -14.4% |
| 6M | +5.2% | +8.0% | -2.8% | +2.7% |
| YTD | +76.9% | -4.0% | +80.9% | +77.6% |
| 1Y | +42.5% | -1.7% | +44.2% | +42.0% |
| All | -49.4% | -6.2% | -43.1% | -33.9% |
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 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