+416.0%
AAOI vs VOO
+325.3%
+90.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +0.5% |
| 7D | -0.2% | -0.8% | +0.6% | +1.2% |
| 30D | -23.7% | -1.1% | -22.6% | -22.3% |
| 3M | -39.0% | +3.9% | -42.9% | -41.4% |
| 6M | -17.0% | +13.6% | -30.7% | -30.2% |
| YTD | +202.2% | +12.7% | +189.5% | +159.3% |
| 1Y | +292.4% | +17.6% | +274.8% | +224.6% |
| 3Y | +804.4% | +77.3% | +727.1% | +395.8% |
| 5Y | +1,318.0% | +84.1% | +1,233.9% | +665.4% |
| All | +416.0% | +325.3% | +90.7% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling