+804.4%
AAOI vs VGT
+123.9%
+680.5%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.2% | +0.8% | -1.2% |
| 7D | -0.2% | -0.2% | 0.0% | +0.3% |
| 30D | -23.7% | -0.4% | -23.3% | -22.4% |
| 3M | -39.0% | +4.4% | -43.5% | -41.1% |
| 6M | -17.0% | +32.1% | -49.1% | -55.0% |
| YTD | +202.2% | +28.8% | +173.5% | +76.9% |
| 1Y | +292.4% | +35.3% | +257.1% | +114.6% |
| 3Y | +804.4% | +124.8% | +679.6% | +100.6% |
| All | +804.4% | +123.9% | +680.5% | +100.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 3y: compounded portfolio wealth divided by compounded VGT 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…
3y analysis · Full analysis span regression · 6 months rolling