+416.0%
AAOI vs VSH
+196.4%
+219.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.1% | -4.1% | -2.7% |
| 7D | -0.2% | +4.8% | -4.9% | -3.9% |
| 30D | -23.7% | -0.7% | -23.0% | -22.3% |
| 3M | -39.0% | -43.1% | +4.0% | -5.3% |
| 6M | -17.0% | +91.8% | -108.8% | -48.2% |
| YTD | +202.2% | +131.6% | +70.6% | +63.4% |
| 1Y | +292.4% | +118.1% | +174.3% | +125.8% |
| 3Y | +804.4% | +40.9% | +763.5% | +593.1% |
| 5Y | +1,318.0% | +75.8% | +1,242.3% | +824.2% |
| All | +416.0% | +196.4% | +219.6% | +121.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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