+822.6%
VOO vs AON
+866.2%
-43.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | +0.4% |
| 7D | +0.5% | -3.2% | +3.8% | +2.0% |
| 30D | -0.9% | -11.9% | +10.9% | +4.3% |
| 3M | +3.9% | -2.9% | +6.8% | +4.1% |
| 6M | +14.5% | -6.8% | +21.4% | +16.2% |
| YTD | +13.0% | -10.1% | +23.0% | +15.9% |
| 1Y | +19.4% | -14.2% | +33.7% | +24.9% |
| 3Y | +78.9% | -3.3% | +82.1% | +72.5% |
| 5Y | +82.3% | +13.6% | +68.7% | +59.2% |
| 10Y | +314.2% | +209.2% | +105.0% | +102.3% |
| All | +822.6% | +866.2% | -43.6% | +125.9% |
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 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