+688.8%
VRT vs AON
+15.4%
+673.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.7% |
| 7D | +18.6% | -3.2% | +21.8% | +19.3% |
| 30D | -11.7% | +21.7% | -33.3% | -15.5% |
| 3M | -27.3% | -5.1% | -22.1% | -26.7% |
| 6M | -42.9% | +5.9% | -48.8% | -44.9% |
| YTD | +29.5% | -4.8% | +34.3% | +28.7% |
| 1Y | +21.0% | -4.1% | +25.1% | +19.4% |
| 3Y | +403.1% | +2.0% | +401.1% | +356.1% |
| 5Y | +688.8% | +15.2% | +673.6% | +495.6% |
| All | +688.8% | +15.4% | +673.4% | +495.6% |
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 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