+950.8%
VTI vs AON
+1,133.0%
-182.2%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.5% | +1.4% |
| 7D | -0.9% | -6.3% | +5.4% | +1.5% |
| 30D | -1.4% | -14.1% | +12.7% | +3.9% |
| 3M | +3.6% | -9.5% | +13.1% | +6.6% |
| 6M | +13.6% | -4.0% | +17.6% | +13.8% |
| YTD | +12.9% | -13.8% | +26.7% | +17.2% |
| 1Y | +17.2% | -18.3% | +35.5% | +23.9% |
| 3Y | +75.7% | -7.2% | +82.9% | +74.0% |
| 5Y | +75.4% | +7.3% | +68.1% | +62.8% |
| 10Y | +303.3% | +203.6% | +99.7% | +148.3% |
| All | +950.8% | +1,133.0% | -182.2% | +295.1% |
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