+352.5%
AAOI vs VNQ
+9.6%
+343.0%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.7% | +5.8% | +4.9% |
| 7D | -0.7% | -1.3% | +0.6% | -1.0% |
| 30D | -17.9% | -2.9% | -15.0% | -18.5% |
| 3M | -48.0% | +0.8% | -48.8% | -49.2% |
| 6M | +5.8% | +2.5% | +3.4% | -0.4% |
| YTD | +202.7% | +10.6% | +192.1% | +165.7% |
| 1Y | +352.5% | +9.1% | +343.5% | +285.6% |
| All | +352.5% | +9.6% | +343.0% | +285.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 1y: compounded portfolio wealth divided by compounded VNQ 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…
1y analysis · Full analysis span regression · 6 months rolling