+13.5%
VT vs AON
-2.2%
+15.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | -0.1% |
| 7D | -1.6% | +9.4% | -11.0% | -0.8% |
| 30D | -2.5% | +22.8% | -25.3% | -0.7% |
| 3M | -1.3% | -7.4% | +6.1% | -2.0% |
| 6M | +3.1% | +6.5% | -3.4% | +3.8% |
| YTD | +10.9% | -5.7% | +16.7% | +11.3% |
| All | +13.5% | -2.2% | +15.7% | +13.9% |
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