-51.4%
VG vs AON
-6.7%
-44.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.8% | +2.9% | +0.1% |
| 7D | -22.0% | +4.4% | -26.4% | -22.2% |
| 30D | -11.6% | +24.1% | -35.8% | -13.2% |
| 3M | -14.9% | -7.0% | -7.9% | -13.5% |
| 6M | -3.5% | +9.1% | -12.7% | -6.2% |
| YTD | +70.0% | -4.4% | +74.4% | +70.6% |
| 1Y | +50.0% | -0.8% | +50.8% | +48.7% |
| All | -51.4% | -6.7% | -44.7% | -36.5% |
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 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