+937.0%
AAOI vs VFC
-62.1%
+999.1%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.2% | -2.1% | -3.3% |
| 7D | +2.9% | -4.0% | +6.9% | +4.7% |
| 30D | -23.1% | -14.6% | -8.5% | -17.8% |
| 3M | -41.0% | -23.1% | -17.9% | -34.8% |
| 6M | -14.3% | -25.2% | +11.0% | -4.9% |
| YTD | +196.3% | -29.5% | +225.8% | +228.3% |
| 1Y | +272.6% | -14.4% | +287.0% | +272.1% |
| 3Y | +775.3% | -28.7% | +804.1% | +761.2% |
| 5Y | +1,290.2% | -79.1% | +1,369.3% | +2,168.0% |
| 10Y | +426.2% | -69.4% | +495.6% | +542.8% |
| All | +937.0% | -62.1% | +999.1% | +891.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling