-44.6%
VG vs AON
-5.7%
-38.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.5% | -2.4% | -0.9% |
| 7D | +14.0% | +1.0% | +12.9% | +13.9% |
| 30D | -1.0% | +23.2% | -24.2% | -2.5% |
| 3M | -2.7% | -5.0% | +2.3% | -1.3% |
| 6M | +1.5% | +9.3% | -7.9% | -1.2% |
| YTD | +93.7% | -3.4% | +97.1% | +94.4% |
| 1Y | +68.5% | -2.9% | +71.4% | +68.9% |
| All | -44.6% | -5.7% | -38.9% | -27.7% |
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