+608.4%
VST vs AON
+17.1%
+591.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.5% | -2.6% | -1.2% |
| 7D | +6.6% | +1.0% | +5.5% | +6.5% |
| 30D | -12.4% | +23.2% | -35.6% | -14.3% |
| 3M | -9.0% | -5.0% | -4.0% | -8.2% |
| 6M | -6.4% | +9.3% | -15.8% | -8.6% |
| YTD | -17.2% | -3.4% | -13.8% | -17.1% |
| 1Y | -22.0% | -2.9% | -19.1% | -22.1% |
| 3Y | +296.7% | +3.6% | +293.0% | +284.9% |
| All | +608.4% | +17.1% | +591.3% | +531.4% |
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