+1,314.2%
AAOI vs VGT
+136.3%
+1,177.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.2% | +0.8% | -0.3% |
| 7D | -0.2% | -0.2% | 0.0% | +0.2% |
| 30D | -23.7% | -0.4% | -23.3% | -22.5% |
| 3M | -39.0% | +4.4% | -43.5% | -39.8% |
| 6M | -17.0% | +32.1% | -49.1% | -45.1% |
| YTD | +202.2% | +28.8% | +173.5% | +112.1% |
| 1Y | +292.4% | +35.3% | +257.1% | +165.6% |
| 3Y | +804.4% | +124.8% | +679.6% | +268.0% |
| All | +1,314.2% | +136.3% | +1,177.9% | +432.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling