+13.8%
VRT vs AON
+2.1%
+11.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +4.4% | -17.3% | -9.4% |
| 7D | -15.4% | +9.4% | -24.8% | -8.8% |
| 30D | -19.0% | +27.0% | -46.0% | -1.4% |
| 3M | -23.8% | -3.1% | -20.7% | -26.6% |
| 6M | -37.9% | +10.0% | -47.8% | -29.5% |
| YTD | +27.0% | -1.6% | +28.6% | +31.2% |
| 1Y | +13.8% | +0.9% | +12.9% | +22.8% |
| All | +13.8% | +2.1% | +11.7% | +22.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling