+182.7%
VXUS vs AON
+702.6%
-519.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.9% | +0.5% |
| 7D | +1.6% | -3.2% | +4.8% | +2.8% |
| 30D | +1.0% | -11.9% | +12.9% | +5.6% |
| 3M | +5.7% | -2.9% | +8.5% | +5.7% |
| 6M | +13.6% | -6.8% | +20.4% | +14.8% |
| YTD | +17.4% | -10.1% | +27.5% | +19.8% |
| 1Y | +25.1% | -14.2% | +39.3% | +29.8% |
| 3Y | +75.8% | -3.3% | +79.1% | +69.6% |
| 5Y | +55.4% | +13.6% | +41.8% | +35.9% |
| 10Y | +146.4% | +209.2% | -62.8% | +17.3% |
| All | +182.7% | +702.6% | -519.8% | -29.4% |
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 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