-17.0%
AAOI vs VTI
+13.4%
-30.4%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | -1.4% |
| 7D | -0.2% | -0.9% | +0.7% | +3.6% |
| 30D | -23.7% | -1.4% | -22.3% | -19.1% |
| 3M | -39.0% | +3.6% | -42.6% | -44.5% |
| 6M | -17.0% | +13.6% | -30.7% | -40.7% |
| All | -17.0% | +13.4% | -30.4% | -40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 6mo: compounded portfolio wealth divided by compounded VTI 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…
6mo analysis · Full analysis span regression · 6 months rolling