-18.3%
AON price history and return analytics
+19.6%
-37.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.5% | -1.4% |
| 7D | -6.3% | -1.1% | -5.2% | -6.7% |
| 30D | -14.1% | -1.0% | -13.1% | -14.4% |
| 3M | -9.5% | +3.2% | -12.6% | -8.3% |
| 6M | -4.0% | +12.5% | -16.5% | -1.9% |
| YTD | -13.8% | +14.1% | -27.9% | -11.8% |
| 1Y | -18.3% | +18.9% | -37.2% | -16.1% |
| All | -18.3% | +19.6% | -37.9% | -16.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling