+224.6%
VT vs AON
+226.6%
-2.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.1% | +1.1% |
| 7D | -0.7% | -2.4% | +1.7% | +0.1% |
| 30D | -1.7% | +22.8% | -24.5% | -8.5% |
| 3M | -2.3% | -5.3% | +3.0% | -1.0% |
| 6M | +1.5% | +8.4% | -6.8% | -2.7% |
| YTD | +12.0% | -3.9% | +16.0% | +11.5% |
| 1Y | +12.9% | -3.1% | +16.0% | +11.9% |
| 3Y | +74.9% | +3.0% | +72.0% | +65.9% |
| 5Y | +59.9% | +16.7% | +43.2% | +41.1% |
| 10Y | +224.6% | +232.6% | -8.0% | +80.2% |
| All | +224.6% | +226.6% | -2.0% | +80.2% |
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 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