+147.3%
VXUS vs AON
+204.8%
-57.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.6% | +1.5% |
| 7D | -1.4% | -6.3% | +4.9% | +0.3% |
| 30D | -0.5% | -14.1% | +13.6% | +3.6% |
| 3M | +2.6% | -9.5% | +12.1% | +4.7% |
| 6M | +10.9% | -4.0% | +14.9% | +10.6% |
| YTD | +16.1% | -13.8% | +29.9% | +19.5% |
| 1Y | +22.3% | -18.3% | +40.6% | +27.8% |
| 3Y | +72.0% | -7.2% | +79.2% | +69.3% |
| 5Y | +54.1% | +7.3% | +46.8% | +41.0% |
| All | +147.3% | +204.8% | -57.5% | +47.7% |
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