+54.6%
VXUS vs AON
+7.9%
+46.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.5% | +2.8% | -0.2% |
| 7D | +0.3% | -7.9% | +8.2% | +1.6% |
| 30D | +0.7% | -14.6% | +15.3% | +3.2% |
| 3M | +4.8% | -7.9% | +12.7% | +5.6% |
| 6M | +11.3% | -8.0% | +19.3% | +12.0% |
| YTD | +16.5% | -13.2% | +29.7% | +18.6% |
| 1Y | +24.3% | -16.4% | +40.7% | +27.6% |
| 3Y | +74.5% | -6.7% | +81.2% | +72.1% |
| All | +54.6% | +7.9% | +46.7% | +39.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling