+102.8%
AAOI vs VT
+221.8%
-119.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.3% | -5.3% | -5.0% |
| 7D | -0.5% | +2.4% | -2.8% | -4.5% |
| 30D | -42.1% | -1.5% | -40.6% | -38.8% |
| 3M | -61.6% | -4.1% | -57.5% | -56.8% |
| 6M | -77.6% | +0.6% | -78.2% | -76.1% |
| YTD | +43.1% | +11.0% | +32.1% | +30.4% |
| 1Y | +138.6% | +13.3% | +125.2% | +112.4% |
| 3Y | +353.5% | +73.4% | +280.2% | +148.5% |
| 5Y | +720.6% | +57.4% | +663.1% | +429.8% |
| All | +102.8% | +221.8% | -119.0% | -40.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling