+352.5%
AAOI vs VTV
+27.0%
+325.5%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.2% | +5.4% | +6.0% |
| 7D | -0.7% | +0.5% | -1.2% | -2.6% |
| 30D | -17.9% | +1.1% | -19.0% | -21.4% |
| 3M | -48.0% | +5.9% | -53.9% | -57.1% |
| 6M | +5.8% | +11.6% | -5.8% | -27.0% |
| YTD | +202.7% | +19.8% | +182.9% | +54.2% |
| 1Y | +352.5% | +26.2% | +326.3% | +103.4% |
| All | +352.5% | +27.0% | +325.5% | +103.4% |
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