+352.5%
AAOI vs VG
+14.1%
+338.4%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.4% | +5.5% | +5.2% |
| 7D | -0.7% | +1.7% | -2.4% | -1.0% |
| 30D | -17.9% | +16.0% | -33.9% | -20.7% |
| 3M | -48.0% | +9.7% | -57.7% | -49.5% |
| 6M | +5.8% | +29.6% | -23.7% | -12.0% |
| YTD | +202.7% | +112.0% | +90.7% | +94.1% |
| 1Y | +352.5% | +12.8% | +339.7% | +327.2% |
| All | +352.5% | +14.1% | +338.4% | +327.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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