+353.7%
AAOI vs VST
+1,175.7%
-822.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.5% | +1.6% | +3.0% |
| 7D | -0.7% | +8.9% | -9.6% | -5.6% |
| 30D | -17.9% | +6.2% | -24.1% | -20.6% |
| 3M | -48.0% | -2.7% | -45.3% | -47.0% |
| 6M | +5.8% | -8.4% | +14.2% | +11.7% |
| YTD | +202.7% | -7.2% | +209.9% | +213.1% |
| 1Y | +352.5% | -20.9% | +373.4% | +420.4% |
| 3Y | +657.0% | +384.0% | +273.0% | +290.3% |
| 5Y | +1,267.0% | +757.1% | +509.9% | +473.5% |
| All | +353.7% | +1,175.7% | -822.0% | +63.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 VST 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