+2,397.0%
VRT vs AON
+132.0%
+2,265.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.0% | -6.6% | -5.9% |
| 7D | -7.7% | -5.9% | -1.8% | -6.0% |
| 30D | -12.0% | -13.7% | +1.7% | -8.3% |
| 3M | -11.7% | -8.3% | -3.4% | -10.6% |
| 6M | -8.1% | -3.6% | -4.4% | -9.4% |
| YTD | +53.2% | -12.4% | +65.6% | +55.2% |
| 1Y | +81.7% | -14.6% | +96.3% | +85.0% |
| 3Y | +535.3% | -5.7% | +541.0% | +501.0% |
| 5Y | +916.4% | +9.1% | +907.2% | +790.3% |
| All | +2,397.0% | +132.0% | +2,265.0% | +1,641.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling