+990.1%
VZ vs AON
+5,128.2%
-4,138.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.6% |
| 7D | +0.1% | -9.1% | +9.2% | +2.1% |
| 30D | +7.9% | -10.2% | +18.1% | +10.4% |
| 3M | +13.6% | +0.5% | +13.2% | +13.3% |
| 6M | +1.1% | -4.8% | +5.9% | +1.8% |
| YTD | +29.3% | -8.0% | +37.3% | +30.9% |
| 1Y | +21.2% | -13.1% | +34.3% | +24.2% |
| 3Y | +75.9% | -1.3% | +77.2% | +73.7% |
| 5Y | +24.1% | +14.9% | +9.2% | +17.2% |
| 10Y | +62.4% | +214.9% | -152.5% | +19.2% |
| All | +990.1% | +5,128.2% | -4,138.1% | +301.0% |
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