+769.3%
VST vs AON
+15.3%
+754.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.2% | +4.7% | +3.7% |
| 7D | +8.9% | -9.1% | +18.0% | +10.1% |
| 30D | +6.2% | -10.2% | +16.4% | +7.6% |
| 3M | -2.7% | +0.5% | -3.2% | -3.7% |
| 6M | -8.4% | -4.8% | -3.5% | -8.4% |
| YTD | -7.2% | -8.0% | +0.8% | -6.8% |
| 1Y | -20.9% | -13.1% | -7.8% | -19.4% |
| 3Y | +384.0% | -1.3% | +385.3% | +371.3% |
| All | +769.3% | +15.3% | +754.0% | +658.3% |
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 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