+272.6%
AAOI vs VG
+17.2%
+255.4%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.4% | -5.7% | -4.6% |
| 7D | +2.9% | +7.0% | -4.1% | +1.6% |
| 30D | -23.1% | +17.2% | -40.4% | -25.4% |
| 3M | -41.0% | +16.8% | -57.8% | -43.5% |
| 6M | -14.3% | +36.3% | -50.6% | -27.3% |
| YTD | +196.3% | +127.9% | +68.4% | +90.4% |
| 1Y | +272.6% | +11.7% | +260.9% | +257.8% |
| All | +272.6% | +17.2% | +255.4% | +257.8% |
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