+937.0%
AAOI vs VMC
+429.7%
+507.4%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.3% | -4.6% | -4.4% |
| 7D | +2.9% | -3.7% | +6.6% | +4.8% |
| 30D | -23.1% | -12.8% | -10.3% | -17.7% |
| 3M | -41.0% | -7.9% | -33.1% | -39.2% |
| 6M | -14.3% | -7.5% | -6.8% | -12.7% |
| YTD | +196.3% | -11.6% | +207.9% | +207.7% |
| 1Y | +272.6% | -14.3% | +286.9% | +292.6% |
| 3Y | +775.3% | +18.5% | +756.8% | +714.6% |
| 5Y | +1,290.2% | +46.8% | +1,243.4% | +1,081.2% |
| 10Y | +426.2% | +153.2% | +273.0% | +227.2% |
| All | +937.0% | +429.7% | +507.4% | +381.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 all: compounded portfolio wealth divided by compounded VMC 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…
all analysis · Full analysis span regression · 6 months rolling