+61.1%
VZ vs AON
+207.5%
-146.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.8% | +1.0% |
| 7D | +0.2% | -3.2% | +3.4% | +0.9% |
| 30D | +7.1% | -11.9% | +19.0% | +10.1% |
| 3M | +12.8% | -2.9% | +15.7% | +13.3% |
| 6M | +1.8% | -6.8% | +8.6% | +3.0% |
| YTD | +30.0% | -10.1% | +40.1% | +32.4% |
| 1Y | +24.3% | -14.2% | +38.5% | +27.9% |
| 3Y | +84.3% | -3.3% | +87.6% | +83.1% |
| 5Y | +25.9% | +13.6% | +12.3% | +19.1% |
| 10Y | +61.1% | +209.2% | -148.1% | +15.3% |
| All | +61.1% | +207.5% | -146.4% | +15.3% |
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