+65.5%
VZ vs AON
+228.2%
-162.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | +2.2% | +0.7% | +1.5% | +2.1% |
| 30D | +10.6% | +23.1% | -12.5% | +5.4% |
| 3M | -0.6% | -6.0% | +5.4% | +0.5% |
| 6M | +0.7% | +7.9% | -7.1% | -1.3% |
| YTD | +20.6% | -4.1% | +24.7% | +20.9% |
| 1Y | +22.7% | -2.3% | +25.0% | +22.5% |
| 3Y | +57.2% | +3.4% | +53.8% | +53.7% |
| 5Y | +21.4% | +17.1% | +4.3% | +14.1% |
| 10Y | +65.5% | +230.6% | -165.1% | +22.5% |
| All | +65.5% | +228.2% | -162.7% | +22.5% |
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