+22.0%
VZ vs AON
-17.2%
+39.2%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.5% | +2.2% | -0.7% |
| 7D | -1.0% | -7.9% | +7.0% | +0.5% |
| 30D | +5.8% | -14.6% | +20.4% | +8.6% |
| 3M | +10.5% | -7.9% | +18.4% | +12.3% |
| 6M | +1.8% | -8.0% | +9.8% | +3.6% |
| YTD | +28.3% | -13.2% | +41.5% | +32.7% |
| 1Y | +22.0% | -16.4% | +38.4% | +27.3% |
| All | +22.0% | -17.2% | +39.2% | +27.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling