+710.1%
VTV vs AON
+1,571.7%
-861.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -1.1% |
| 7D | -2.1% | -5.9% | +3.8% | +0.4% |
| 30D | -1.3% | -13.7% | +12.3% | +4.5% |
| 3M | +5.6% | -8.3% | +13.9% | +8.6% |
| 6M | +12.4% | -3.6% | +16.0% | +12.5% |
| YTD | +17.6% | -12.4% | +30.0% | +22.0% |
| 1Y | +23.5% | -14.6% | +38.1% | +29.3% |
| 3Y | +67.0% | -5.7% | +72.7% | +64.5% |
| 5Y | +80.5% | +9.1% | +71.4% | +63.6% |
| 10Y | +230.6% | +208.7% | +21.9% | +81.8% |
| All | +710.1% | +1,571.7% | -861.6% | +146.0% |
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