+804.4%
AAOI vs VO
+55.8%
+748.5%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | -0.8% |
| 7D | -0.2% | -1.5% | +1.4% | +5.5% |
| 30D | -23.7% | -3.0% | -20.7% | -14.5% |
| 3M | -39.0% | +2.8% | -41.9% | -43.0% |
| 6M | -17.0% | +10.9% | -28.0% | -39.3% |
| YTD | +202.2% | +12.5% | +189.8% | +106.1% |
| 1Y | +292.4% | +12.0% | +280.4% | +184.4% |
| 3Y | +804.4% | +56.3% | +748.1% | +144.8% |
| All | +804.4% | +55.8% | +748.5% | +144.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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