+48.8%
AAOI vs VNQ
+11.6%
+37.2%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.9% | -1.8% | -19.1% | -21.8% |
| 7D | -40.8% | +2.5% | -43.3% | -39.5% |
| 30D | -64.0% | +7.0% | -71.0% | -62.3% |
| 3M | -63.5% | -1.9% | -61.7% | -63.6% |
| 6M | -74.0% | +2.3% | -76.3% | -74.1% |
| YTD | +34.5% | +11.8% | +22.7% | +24.9% |
| 1Y | +48.8% | +11.9% | +36.9% | +37.2% |
| All | +48.8% | +11.6% | +37.2% | +37.2% |
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