+937.0%
AAOI vs VSH
+202.4%
+734.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.3% | -3.6% |
| 7D | +2.9% | +3.1% | -0.2% | +0.5% |
| 30D | -23.1% | -5.7% | -17.4% | -18.4% |
| 3M | -41.0% | -42.5% | +1.4% | -9.3% |
| 6M | -14.3% | +82.7% | -97.0% | -44.1% |
| YTD | +196.3% | +118.2% | +78.1% | +69.0% |
| 1Y | +272.6% | +109.7% | +163.0% | +122.8% |
| 3Y | +775.3% | +35.3% | +740.0% | +603.1% |
| 5Y | +1,290.2% | +65.6% | +1,224.6% | +857.3% |
| 10Y | +426.2% | +176.8% | +249.4% | +131.7% |
| All | +937.0% | +202.4% | +734.7% | +335.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling