+138.6%
AAOI vs VG
+63.8%
+74.8%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.9% | -4.7% | -5.5% |
| 7D | -0.5% | +14.0% | -14.4% | -2.4% |
| 30D | -42.1% | -1.0% | -41.2% | -42.0% |
| 3M | -61.6% | -2.7% | -58.9% | -61.5% |
| 6M | -77.6% | +1.5% | -79.1% | -77.7% |
| YTD | +43.1% | +93.7% | -50.6% | +7.0% |
| 1Y | +138.6% | +68.5% | +70.1% | +79.5% |
| All | +138.6% | +63.8% | +74.8% | +79.5% |
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