+428.6%
AAOI vs VT
+229.7%
+198.9%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -2.0% |
| 7D | +4.7% | -0.1% | +4.8% | +4.8% |
| 30D | -18.7% | -0.7% | -18.1% | -17.5% |
| 3M | -33.7% | +4.0% | -37.7% | -36.6% |
| 6M | -2.4% | +12.3% | -14.7% | -16.6% |
| YTD | +209.6% | +14.0% | +195.6% | +158.6% |
| 1Y | +355.0% | +20.3% | +334.7% | +257.9% |
| 3Y | +814.7% | +75.4% | +739.2% | +370.8% |
| 5Y | +1,298.1% | +66.0% | +1,232.1% | +700.9% |
| All | +428.6% | +229.7% | +198.9% | +36.4% |
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