+165.8%
VXUS vs AON
+749.5%
-583.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.6% |
| 7D | +2.3% | -3.2% | +5.5% | +3.5% |
| 30D | -2.2% | +21.7% | -23.9% | -9.3% |
| 3M | -5.4% | -5.1% | -0.3% | -4.2% |
| 6M | -1.2% | +5.9% | -7.2% | -4.9% |
| YTD | +10.4% | -4.8% | +15.2% | +9.9% |
| 1Y | +11.8% | -4.1% | +15.9% | +10.9% |
| 3Y | +68.4% | +2.0% | +66.4% | +58.8% |
| 5Y | +45.9% | +15.2% | +30.7% | +27.4% |
| 10Y | +144.7% | +229.5% | -84.8% | +13.3% |
| All | +165.8% | +749.5% | -583.7% | -35.2% |
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 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