+102.8%
AAOI vs VCIT
+31.0%
+71.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.2% | -5.4% | -5.3% |
| 7D | -0.5% | -1.4% | +1.0% | +2.3% |
| 30D | -42.1% | +0.6% | -42.7% | -43.0% |
| 3M | -61.6% | -2.2% | -59.4% | -60.2% |
| 6M | -77.6% | -2.3% | -75.3% | -76.7% |
| YTD | +43.1% | -2.2% | +45.3% | +49.3% |
| 1Y | +138.6% | -1.4% | +140.0% | +145.6% |
| 3Y | +353.5% | +18.7% | +334.8% | +237.9% |
| 5Y | +720.6% | +3.6% | +717.0% | +596.7% |
| All | +102.8% | +31.0% | +71.8% | +76.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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