-100.0%
AEON price history and return analytics
+96.9%
-196.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.3% |
| 7D | -14.8% | -0.1% | -14.6% | -14.7% |
| 30D | -16.6% | -0.7% | -15.9% | -16.2% |
| 3M | -67.8% | +4.0% | -71.8% | -68.5% |
| 6M | -78.4% | +12.3% | -90.7% | -79.9% |
| YTD | -79.0% | +14.0% | -93.0% | -80.6% |
| 1Y | -69.2% | +20.3% | -89.5% | -72.7% |
| 3Y | -99.9% | +75.4% | -175.4% | -100.0% |
| All | -100.0% | +96.9% | -196.8% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling