+804.4%
AAOI vs VTV
+67.6%
+736.8%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | -0.5% |
| 7D | -0.2% | -1.1% | +0.9% | +3.6% |
| 30D | -23.7% | -1.0% | -22.7% | -21.4% |
| 3M | -39.0% | +4.6% | -43.7% | -47.8% |
| 6M | -17.0% | +13.5% | -30.6% | -45.8% |
| YTD | +202.2% | +18.5% | +183.7% | +68.6% |
| 1Y | +292.4% | +22.9% | +269.5% | +98.3% |
| 3Y | +804.4% | +67.8% | +736.5% | +73.6% |
| All | +804.4% | +67.6% | +736.8% | +73.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling