+959.5%
AAOI vs VCIT
+53.4%
+906.2%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | 0.0% | +5.1% | +5.1% |
| 7D | -0.7% | -0.3% | -0.3% | -0.1% |
| 30D | -17.9% | -0.8% | -17.2% | -17.1% |
| 3M | -48.0% | -1.0% | -47.0% | -47.2% |
| 6M | +5.8% | -1.8% | +7.7% | +9.4% |
| YTD | +202.7% | -0.7% | +203.4% | +207.2% |
| 1Y | +352.5% | +1.0% | +351.5% | +348.8% |
| 3Y | +657.0% | +18.8% | +638.2% | +502.2% |
| 5Y | +1,267.0% | +3.5% | +1,263.5% | +1,043.3% |
| 10Y | +502.7% | +29.2% | +473.5% | +463.5% |
| All | +959.5% | +53.4% | +906.2% | +1,066.2% |
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