+385.1%
AAOI vs VT
+265.3%
+119.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.5% | -6.8% | -6.4% |
| 7D | -24.5% | -0.1% | -24.3% | -23.3% |
| 30D | -55.9% | -3.1% | -52.9% | -52.1% |
| 3M | -63.6% | -3.5% | -60.1% | -59.8% |
| 6M | -67.6% | +0.5% | -68.0% | -65.4% |
| YTD | +38.6% | +10.8% | +27.8% | +26.9% |
| 1Y | +90.1% | +11.9% | +78.2% | +73.8% |
| 3Y | +416.0% | +73.0% | +343.0% | +185.5% |
| 5Y | +740.3% | +58.6% | +681.7% | +444.3% |
| 10Y | +104.9% | +219.2% | -114.3% | -47.1% |
| All | +385.1% | +265.3% | +119.8% | +12.6% |
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