+957.8%
AAOI vs VO
+285.0%
+672.9%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +0.7% |
| 7D | -0.2% | -1.5% | +1.4% | +2.4% |
| 30D | -23.7% | -3.0% | -20.7% | -19.5% |
| 3M | -39.0% | +2.8% | -41.9% | -40.7% |
| 6M | -17.0% | +10.9% | -28.0% | -27.3% |
| YTD | +202.2% | +12.5% | +189.8% | +158.5% |
| 1Y | +292.4% | +12.0% | +280.4% | +247.1% |
| 3Y | +804.4% | +56.3% | +748.1% | +477.6% |
| 5Y | +1,318.0% | +42.9% | +1,275.1% | +947.3% |
| 10Y | +436.7% | +198.8% | +238.0% | +49.2% |
| All | +957.8% | +285.0% | +672.9% | +132.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling