+352.5%
AAOI vs VRT
+123.1%
+229.5%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.4% | +0.8% | +0.6% |
| 7D | -0.7% | +9.1% | -9.8% | -9.5% |
| 30D | -17.9% | +0.9% | -18.8% | -17.8% |
| 3M | -48.0% | -13.4% | -34.6% | -39.0% |
| 6M | +5.8% | +11.7% | -5.9% | +1.6% |
| YTD | +202.7% | +73.2% | +129.5% | +76.7% |
| 1Y | +352.5% | +123.4% | +229.1% | +90.7% |
| All | +352.5% | +123.1% | +229.5% | +90.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 VRT 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