+352.5%
AAOI vs VFC
-6.8%
+359.4%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.4% | +2.8% | +4.9% |
| 7D | -0.7% | -1.6% | +1.0% | -0.5% |
| 30D | -17.9% | -11.6% | -6.3% | -16.8% |
| 3M | -48.0% | -18.1% | -29.9% | -46.5% |
| 6M | +5.8% | -27.4% | +33.2% | +9.3% |
| YTD | +202.7% | -24.8% | +227.5% | +203.4% |
| 1Y | +352.5% | -8.2% | +360.7% | +314.3% |
| All | +352.5% | -6.8% | +359.4% | +314.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 1y: compounded portfolio wealth divided by compounded VFC 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…
1y analysis · Full analysis span regression · 6 months rolling