+73.3%
VZ vs AON
+228.1%
-154.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.1% |
| 7D | +0.9% | -3.2% | +4.1% | +1.7% |
| 30D | +6.9% | +21.7% | -14.7% | +2.2% |
| 3M | +0.6% | -5.1% | +5.8% | +1.5% |
| 6M | +0.3% | +5.9% | -5.6% | -1.4% |
| YTD | +21.9% | -4.8% | +26.7% | +22.4% |
| 1Y | +21.7% | -4.1% | +25.7% | +21.9% |
| 3Y | +58.5% | +2.0% | +56.5% | +55.5% |
| 5Y | +22.4% | +15.2% | +7.3% | +15.6% |
| All | +73.3% | +228.1% | -154.8% | +25.2% |
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 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