+219.2%
VT vs AON
+228.3%
-9.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.6% | -0.5% |
| 7D | -0.1% | +1.9% | -2.0% | -0.8% |
| 30D | -3.1% | +23.3% | -26.4% | -9.9% |
| 3M | -3.5% | -5.5% | +2.0% | -2.1% |
| 6M | +0.5% | +8.0% | -7.6% | -3.6% |
| YTD | +10.8% | -4.0% | +14.8% | +10.3% |
| 1Y | +11.9% | -1.7% | +13.6% | +10.3% |
| 3Y | +73.0% | +2.9% | +70.1% | +64.0% |
| 5Y | +58.6% | +17.2% | +41.4% | +39.7% |
| 10Y | +219.2% | +225.8% | -6.6% | +78.3% |
| All | +219.2% | +228.3% | -9.1% | +78.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling