+348.0%
VT vs AON
+809.1%
-461.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -4.0% | -4.0% |
| 7D | -4.2% | +7.3% | -11.5% | -7.2% |
| 30D | -5.8% | +26.0% | -31.8% | -15.3% |
| 3M | -5.2% | -4.1% | -1.2% | -4.3% |
| 6M | +0.1% | +10.0% | -9.9% | -5.9% |
| YTD | +8.2% | -1.7% | +9.9% | +6.1% |
| 1Y | +10.1% | +1.5% | +8.6% | +6.1% |
| 3Y | +69.7% | +8.9% | +60.8% | +53.7% |
| 5Y | +53.4% | +23.8% | +29.5% | +27.7% |
| 10Y | +219.2% | +248.9% | -29.7% | +41.3% |
| All | +348.0% | +809.1% | -461.1% | +7.3% |
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 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