+400.9%
AAOI vs VCIT
+51.1%
+349.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.2% | -5.4% | -5.4% |
| 7D | -0.5% | -1.4% | +1.0% | +1.8% |
| 30D | -42.1% | +0.6% | -42.7% | -42.8% |
| 3M | -61.6% | -2.2% | -59.4% | -60.5% |
| 6M | -77.6% | -2.3% | -75.3% | -76.9% |
| YTD | +43.1% | -2.2% | +45.3% | +48.1% |
| 1Y | +138.6% | -1.4% | +140.0% | +144.4% |
| 3Y | +353.5% | +18.7% | +334.8% | +261.8% |
| 5Y | +720.6% | +3.6% | +717.0% | +598.4% |
| 10Y | +99.8% | +30.4% | +69.4% | +96.0% |
| All | +400.9% | +51.1% | +349.8% | +462.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling