+409.6%
VUG vs AON
+209.9%
+199.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.9% |
| 7D | -1.9% | -5.9% | +4.0% | +0.5% |
| 30D | -1.6% | -13.7% | +12.1% | +4.0% |
| 3M | +4.4% | -8.3% | +12.7% | +6.9% |
| 6M | +13.2% | -3.6% | +16.8% | +12.8% |
| YTD | +7.5% | -12.4% | +19.8% | +11.0% |
| 1Y | +12.5% | -14.6% | +27.1% | +17.2% |
| 3Y | +86.0% | -5.7% | +91.7% | +80.6% |
| 5Y | +76.5% | +9.1% | +67.3% | +57.0% |
| All | +409.6% | +209.9% | +199.7% | +178.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling