+113.0%
VWO vs AON
+204.8%
-91.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.3% | +1.1% |
| 7D | -1.8% | -6.3% | +4.5% | -0.3% |
| 30D | -0.1% | -14.1% | +14.0% | +3.3% |
| 3M | +2.2% | -9.5% | +11.7% | +4.0% |
| 6M | +8.8% | -4.0% | +12.8% | +8.6% |
| YTD | +12.4% | -13.8% | +26.2% | +15.1% |
| 1Y | +15.6% | -18.3% | +33.9% | +20.0% |
| 3Y | +62.5% | -7.2% | +69.7% | +60.1% |
| 5Y | +34.3% | +7.3% | +26.9% | +23.5% |
| All | +113.0% | +204.8% | -91.7% | +25.4% |
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 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