+804.4%
AAOI vs VIG
+55.8%
+748.6%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | -0.6% |
| 7D | -0.2% | -1.1% | +0.9% | +3.8% |
| 30D | -23.7% | -2.7% | -21.0% | -16.6% |
| 3M | -39.0% | +2.5% | -41.6% | -45.0% |
| 6M | -17.0% | +9.2% | -26.3% | -40.5% |
| YTD | +202.2% | +9.8% | +192.4% | +111.0% |
| 1Y | +292.4% | +12.4% | +280.0% | +163.0% |
| 3Y | +804.4% | +55.9% | +748.5% | +124.1% |
| All | +804.4% | +55.8% | +748.6% | +124.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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