+1,238.2%
VST vs AON
+209.1%
+1,029.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.3% | +3.9% | +2.3% |
| 7D | +9.9% | -3.2% | +13.1% | +11.0% |
| 30D | +7.9% | -11.9% | +19.8% | +12.0% |
| 3M | +3.4% | -2.9% | +6.3% | +2.9% |
| 6M | -4.1% | -6.8% | +2.7% | -3.8% |
| YTD | -5.7% | -10.1% | +4.4% | -4.6% |
| 1Y | -18.9% | -14.2% | -4.6% | -16.7% |
| 3Y | +359.1% | -3.3% | +362.3% | +339.3% |
| 5Y | +766.9% | +13.6% | +753.3% | +651.3% |
| All | +1,238.2% | +209.1% | +1,029.1% | +656.5% |
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