+137.9%
VGT vs AON
+6.4%
+131.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.7% | +2.9% | +1.7% |
| 7D | -0.2% | -6.3% | +6.1% | +1.6% |
| 30D | -0.4% | -14.1% | +13.7% | +3.5% |
| 3M | +4.4% | -9.5% | +13.9% | +6.1% |
| 6M | +32.1% | -4.0% | +36.1% | +30.7% |
| YTD | +28.8% | -13.8% | +42.6% | +32.2% |
| 1Y | +35.3% | -18.3% | +53.6% | +41.9% |
| 3Y | +124.8% | -7.2% | +131.9% | +116.9% |
| All | +137.9% | +6.4% | +131.5% | +95.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling