-18.9%
VST vs AON
-14.4%
-4.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.3% | +3.9% | +0.6% |
| 7D | +9.9% | -3.2% | +13.1% | +8.3% |
| 30D | +7.9% | -11.9% | +19.8% | +2.2% |
| 3M | +3.4% | -2.9% | +6.3% | +3.1% |
| 6M | -4.1% | -6.8% | +2.7% | -4.7% |
| YTD | -5.7% | -10.1% | +4.4% | -9.0% |
| 1Y | -18.9% | -14.2% | -4.6% | -24.1% |
| All | -18.9% | -14.4% | -4.5% | -24.1% |
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