+416.0%
AAOI vs VEA
+165.0%
+250.9%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.1% | +0.9% | +0.2% |
| 7D | -0.2% | -1.5% | +1.3% | +2.3% |
| 30D | -23.7% | -0.8% | -22.9% | -22.2% |
| 3M | -39.0% | +2.5% | -41.5% | -39.4% |
| 6M | -17.0% | +11.1% | -28.2% | -26.1% |
| YTD | +202.2% | +17.2% | +185.1% | +146.8% |
| 1Y | +292.4% | +24.5% | +267.9% | +198.7% |
| 3Y | +804.4% | +75.4% | +729.0% | +358.4% |
| 5Y | +1,318.0% | +61.1% | +1,256.9% | +714.4% |
| All | +416.0% | +165.0% | +250.9% | +86.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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