+262.4%
VST vs AON
+5.6%
+256.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -2.8% | +13.3% | +10.0% |
| 7D | -9.8% | +4.4% | -14.2% | -9.0% |
| 30D | -25.1% | +24.1% | -49.2% | -22.6% |
| 3M | -11.6% | -7.0% | -4.6% | -11.4% |
| 6M | -20.9% | +9.1% | -30.1% | -20.0% |
| YTD | -22.3% | -4.4% | -17.9% | -21.1% |
| 1Y | -32.0% | -0.8% | -31.2% | -31.3% |
| 3Y | +262.4% | +5.1% | +257.3% | +285.3% |
| All | +262.4% | +5.6% | +256.8% | +285.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling