+845.3%
AAOI vs VT
+76.6%
+768.7%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.5% | +6.2% | +7.7% |
| 7D | +7.9% | +1.0% | +6.9% | +3.3% |
| 30D | -17.8% | -0.2% | -17.5% | -16.9% |
| 3M | -43.3% | +4.5% | -47.8% | -50.0% |
| 6M | +16.7% | +14.1% | +2.7% | -23.7% |
| YTD | +220.0% | +14.8% | +205.2% | +101.7% |
| 1Y | +372.1% | +21.2% | +350.9% | +155.2% |
| 3Y | +845.3% | +76.6% | +768.8% | +60.0% |
| All | +845.3% | +76.6% | +768.7% | +60.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling