+73.0%
VT vs AON
+2.9%
+70.1%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.6% | -0.5% |
| 7D | -0.1% | +1.9% | -2.0% | -0.2% |
| 30D | -3.1% | +23.3% | -26.4% | -4.2% |
| 3M | -3.5% | -5.5% | +2.0% | -3.1% |
| 6M | +0.5% | +8.0% | -7.6% | -0.5% |
| YTD | +10.8% | -4.0% | +14.8% | +11.3% |
| 1Y | +11.9% | -1.7% | +13.6% | +11.9% |
| All | +73.0% | +2.9% | +70.1% | +73.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling