+176.2%
AAOI vs VRT
+2,489.5%
-2,313.2%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.6% | -1.6% | -0.4% |
| 7D | -0.2% | -8.4% | +8.2% | +5.4% |
| 30D | -23.7% | -10.9% | -12.8% | -17.2% |
| 3M | -39.0% | -13.7% | -25.3% | -31.6% |
| 6M | -17.0% | -4.1% | -12.9% | -10.1% |
| YTD | +202.2% | +58.7% | +143.5% | +138.4% |
| 1Y | +292.4% | +89.6% | +202.8% | +184.6% |
| 3Y | +804.4% | +558.1% | +246.2% | +271.8% |
| 5Y | +1,318.0% | +953.0% | +365.1% | +335.3% |
| All | +176.2% | +2,489.5% | -2,313.2% | -45.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling