+726.0%
AAOI vs VCIT
+3.7%
+722.3%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.2% | -5.4% | -5.1% |
| 7D | -0.5% | -1.4% | +1.0% | +3.9% |
| 30D | -42.1% | +0.6% | -42.7% | -43.5% |
| 3M | -61.6% | -2.2% | -59.4% | -59.4% |
| 6M | -77.6% | -2.3% | -75.3% | -76.2% |
| YTD | +43.1% | -2.2% | +45.3% | +52.6% |
| 1Y | +138.6% | -1.4% | +140.0% | +148.9% |
| 3Y | +353.5% | +18.7% | +334.8% | +166.5% |
| All | +726.0% | +3.7% | +722.3% | +577.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling