+957.8%
AAOI vs VEU
+153.2%
+804.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.0% | +1.0% | +0.3% |
| 7D | -0.2% | -1.4% | +1.3% | +2.2% |
| 30D | -23.7% | -0.4% | -23.3% | -22.8% |
| 3M | -39.0% | +2.5% | -41.6% | -39.3% |
| 6M | -17.0% | +11.1% | -28.2% | -25.4% |
| YTD | +202.2% | +16.5% | +185.7% | +152.9% |
| 1Y | +292.4% | +22.9% | +269.5% | +210.7% |
| 3Y | +804.4% | +73.4% | +731.0% | +384.5% |
| 5Y | +1,318.0% | +56.1% | +1,261.9% | +786.7% |
| 10Y | +436.7% | +153.0% | +283.7% | +95.7% |
| All | +957.8% | +153.2% | +804.6% | +299.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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