+53.4%
VT vs AON
+19.9%
+33.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.8% | +3.0% | +0.9% |
| 7D | -2.3% | +4.4% | -6.7% | -3.3% |
| 30D | -5.0% | +24.1% | -29.1% | -9.7% |
| 3M | -4.9% | -7.0% | +2.1% | -3.4% |
| 6M | -1.5% | +9.1% | -10.7% | -4.7% |
| YTD | +8.5% | -4.4% | +12.9% | +8.7% |
| 1Y | +11.4% | -0.8% | +12.2% | +10.1% |
| 3Y | +70.1% | +5.1% | +64.9% | +61.8% |
| All | +53.4% | +19.9% | +33.5% | +34.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling