+251.7%
AAOI vs VG
-35.7%
+287.4%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.8% | -7.0% | -4.7% |
| 7D | +4.7% | +3.8% | +0.9% | +3.1% |
| 30D | -18.7% | +7.2% | -26.0% | -21.3% |
| 3M | -33.7% | +22.8% | -56.5% | -41.4% |
| 6M | -2.4% | +33.2% | -35.6% | -24.6% |
| YTD | +209.6% | +124.8% | +84.8% | +70.3% |
| 1Y | +355.0% | +15.8% | +339.2% | +265.4% |
| All | +251.7% | -35.7% | +287.4% | +214.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling