+81.7%
VRT vs AON
-15.2%
+96.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.0% | -6.6% | -4.8% |
| 7D | -7.7% | -5.9% | -1.8% | -12.4% |
| 30D | -12.0% | -13.7% | +1.7% | -22.2% |
| 3M | -11.7% | -8.3% | -3.4% | -14.8% |
| 6M | -8.1% | -3.6% | -4.4% | -5.9% |
| YTD | +53.2% | -12.4% | +65.6% | +47.8% |
| 1Y | +81.7% | -14.6% | +96.3% | +78.6% |
| All | +81.7% | -15.2% | +96.9% | +78.6% |
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