+352.5%
AAOI vs VTR
+36.9%
+315.7%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.0% | +7.1% | +3.9% |
| 7D | -0.7% | -1.7% | +1.0% | -1.6% |
| 30D | -17.9% | -2.4% | -15.5% | -19.2% |
| 3M | -48.0% | +14.8% | -62.8% | -45.9% |
| 6M | +5.8% | +5.3% | +0.5% | +13.5% |
| YTD | +202.7% | +18.1% | +184.6% | +229.4% |
| 1Y | +352.5% | +36.7% | +315.8% | +364.4% |
| All | +352.5% | +36.9% | +315.7% | +364.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 1y: compounded portfolio wealth divided by compounded VTR 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…
1y analysis · Full analysis span regression · 6 months rolling