+1,314.2%
AAOI vs VTEB
+1.2%
+1,313.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.7% | +0.6% |
| 7D | -0.2% | -0.9% | +0.8% | +3.8% |
| 30D | -23.7% | -2.5% | -21.2% | -15.3% |
| 3M | -39.0% | -3.0% | -36.1% | -30.8% |
| 6M | -17.0% | -2.1% | -14.9% | -8.7% |
| YTD | +202.2% | -1.5% | +203.7% | +223.2% |
| 1Y | +292.4% | +0.2% | +292.2% | +291.9% |
| 3Y | +804.4% | +8.6% | +795.8% | +521.7% |
| All | +1,314.2% | +1.2% | +1,313.0% | +841.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 5y: compounded portfolio wealth divided by compounded VTEB 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…
5y analysis · Full analysis span regression · 6 months rolling