+1,216.9%
VST vs AON
+216.3%
+1,000.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.2% | +4.7% | +3.9% |
| 7D | +8.9% | -9.1% | +18.0% | +12.0% |
| 30D | +6.2% | -10.2% | +16.4% | +9.6% |
| 3M | -2.7% | +0.5% | -3.2% | -4.3% |
| 6M | -8.4% | -4.8% | -3.5% | -8.6% |
| YTD | -7.2% | -8.0% | +0.8% | -6.8% |
| 1Y | -20.9% | -13.1% | -7.8% | -19.0% |
| 3Y | +384.0% | -1.3% | +385.3% | +360.4% |
| 5Y | +757.1% | +14.9% | +742.1% | +641.9% |
| All | +1,216.9% | +216.3% | +1,000.6% | +639.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling