+377.4%
VT vs AON
+750.7%
-373.3%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.5% |
| 7D | +0.4% | -9.1% | +9.5% | +4.5% |
| 30D | +1.0% | -10.2% | +11.2% | +5.6% |
| 3M | +2.4% | +0.5% | +1.9% | +0.9% |
| 6M | +12.0% | -4.8% | +16.8% | +12.5% |
| YTD | +15.3% | -8.0% | +23.3% | +17.0% |
| 1Y | +22.6% | -13.1% | +35.7% | +27.4% |
| 3Y | +74.7% | -1.3% | +76.0% | +66.4% |
| 5Y | +66.1% | +14.9% | +51.2% | +43.5% |
| 10Y | +225.0% | +214.9% | +10.1% | +52.0% |
| All | +377.4% | +750.7% | -373.3% | +18.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling