+197.7%
AON price history and return analytics
+229.8%
-32.1%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.5% | -2.2% |
| 7D | -6.3% | -1.1% | -5.2% | -5.6% |
| 30D | -14.1% | -1.0% | -13.1% | -13.5% |
| 3M | -9.5% | +3.2% | -12.6% | -11.7% |
| 6M | -4.0% | +12.5% | -16.5% | -12.4% |
| YTD | -13.8% | +14.1% | -27.9% | -22.4% |
| 1Y | -18.3% | +18.9% | -37.2% | -28.8% |
| 3Y | -7.2% | +74.1% | -81.3% | -40.4% |
| 5Y | +7.3% | +66.9% | -59.5% | -29.3% |
| All | +197.7% | +229.8% | -32.1% | +12.2% |
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