+959.5%
AAOI vs VT
+280.4%
+679.2%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | 0.0% | +5.1% | +5.2% |
| 7D | -0.7% | +0.4% | -1.1% | -1.5% |
| 30D | -17.9% | +1.0% | -18.9% | -19.1% |
| 3M | -48.0% | +2.4% | -50.4% | -48.4% |
| 6M | +5.8% | +12.0% | -6.2% | -8.5% |
| YTD | +202.7% | +15.3% | +187.4% | +149.3% |
| 1Y | +352.5% | +22.6% | +329.9% | +247.0% |
| 3Y | +657.0% | +74.7% | +582.4% | +295.0% |
| 5Y | +1,267.0% | +66.1% | +1,200.8% | +689.8% |
| 10Y | +502.7% | +225.0% | +277.7% | +44.9% |
| All | +959.5% | +280.4% | +679.2% | +121.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling