+405.8%
AAOI vs VT
+226.9%
+179.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -2.7% |
| 7D | +2.9% | -2.0% | +4.9% | +6.9% |
| 30D | -23.1% | -1.4% | -21.7% | -20.8% |
| 3M | -41.0% | +4.7% | -45.7% | -44.1% |
| 6M | -14.3% | +11.4% | -25.6% | -25.5% |
| YTD | +196.3% | +13.1% | +183.2% | +151.7% |
| 1Y | +272.6% | +19.0% | +253.6% | +199.0% |
| 3Y | +775.3% | +73.9% | +701.4% | +358.2% |
| 5Y | +1,290.2% | +65.4% | +1,224.8% | +704.5% |
| All | +405.8% | +226.9% | +179.0% | +32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded VT 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling