+804.4%
AAOI vs VNQ
+30.7%
+773.7%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | +1.0% |
| 7D | -0.2% | -1.3% | +1.1% | +1.7% |
| 30D | -23.7% | -2.6% | -21.1% | -21.2% |
| 3M | -39.0% | -2.0% | -37.0% | -39.3% |
| 6M | -17.0% | +4.3% | -21.4% | -26.5% |
| YTD | +202.2% | +9.2% | +193.0% | +144.5% |
| 1Y | +292.4% | +5.6% | +286.8% | +238.7% |
| 3Y | +804.4% | +30.8% | +773.5% | +423.9% |
| All | +804.4% | +30.7% | +773.7% | +423.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling