+48.8%
AAOI vs VTV
+23.8%
+25.0%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.9% | -3.1% | -17.8% | -11.6% |
| 7D | -40.8% | -2.2% | -38.6% | -35.6% |
| 30D | -64.0% | +2.2% | -66.2% | -65.9% |
| 3M | -63.5% | +0.4% | -63.9% | -63.7% |
| 6M | -74.0% | +9.4% | -83.5% | -79.8% |
| YTD | +34.5% | +19.0% | +15.5% | -21.4% |
| 1Y | +48.8% | +23.3% | +25.5% | -21.1% |
| All | +48.8% | +23.8% | +25.0% | -21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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