+908.7%
VZ vs AON
+5,331.7%
-4,423.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.9% | -0.3% |
| 7D | +2.1% | +4.4% | -2.2% | +1.1% |
| 30D | +1.4% | +24.1% | -22.7% | -3.5% |
| 3M | -1.3% | -7.0% | +5.7% | +0.1% |
| 6M | -0.5% | +9.1% | -9.7% | -2.8% |
| YTD | +19.6% | -4.4% | +24.1% | +19.9% |
| 1Y | +22.4% | -0.8% | +23.2% | +21.6% |
| 3Y | +55.9% | +5.1% | +50.8% | +51.6% |
| 5Y | +20.4% | +20.4% | 0.0% | +12.5% |
| 10Y | +66.9% | +239.2% | -172.3% | +20.4% |
| All | +908.7% | +5,331.7% | -4,423.0% | +267.5% |
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 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