-100.0%
AEON price history and return analytics
+95.2%
-195.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +25.5% | -0.9% | +26.4% | +26.0% |
| 7D | +13.7% | -2.0% | +15.7% | +15.0% |
| 30D | +6.2% | -1.4% | +7.7% | +7.0% |
| 3M | -59.2% | +4.7% | -63.9% | -60.3% |
| 6M | -74.8% | +11.4% | -86.1% | -76.4% |
| YTD | -73.6% | +13.1% | -86.7% | -75.6% |
| 1Y | -60.8% | +19.0% | -79.8% | -65.0% |
| 3Y | -99.9% | +73.9% | -173.9% | -99.9% |
| All | -100.0% | +95.2% | -195.2% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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