-39.3%
VG vs AON
-10.2%
-29.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.3% |
| 7D | +1.7% | -9.1% | +10.8% | +2.9% |
| 30D | +16.0% | -10.2% | +26.3% | +17.6% |
| 3M | +9.7% | +0.5% | +9.2% | +7.6% |
| 6M | +29.6% | -4.8% | +34.4% | +28.8% |
| YTD | +112.0% | -8.0% | +120.0% | +112.4% |
| 1Y | +12.8% | -13.1% | +25.9% | +15.4% |
| All | -39.3% | -10.2% | -29.2% | -21.0% |
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