+1,286.4%
AAOI vs VRT
+938.8%
+347.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -5.6% | +1.3% | -0.4% |
| 7D | +2.9% | -7.7% | +10.6% | +8.5% |
| 30D | -23.1% | -12.0% | -11.2% | -15.3% |
| 3M | -41.0% | -11.7% | -29.3% | -34.7% |
| 6M | -14.3% | -8.1% | -6.2% | -4.2% |
| YTD | +196.3% | +53.2% | +143.1% | +135.3% |
| 1Y | +272.6% | +81.7% | +191.0% | +171.8% |
| 3Y | +775.3% | +535.3% | +240.1% | +259.7% |
| All | +1,286.4% | +938.8% | +347.6% | +291.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling