+243.3%
AAOI vs VG
-33.5%
+276.8%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.9% | +0.1% | +1.2% |
| 7D | -0.2% | +9.6% | -9.7% | -3.8% |
| 30D | -23.7% | +15.2% | -38.9% | -28.0% |
| 3M | -39.0% | +24.1% | -63.1% | -46.2% |
| 6M | -17.0% | +27.2% | -44.2% | -33.7% |
| YTD | +202.2% | +132.3% | +69.9% | +64.0% |
| 1Y | +292.4% | +15.7% | +276.7% | +216.4% |
| All | +243.3% | -33.5% | +276.8% | +202.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling