+100.9%
AAOI vs VUG
+4.9%
+96.0%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +1.5% | -8.9% | -12.0% |
| 7D | -27.9% | -3.0% | -24.9% | -20.5% |
| 30D | -51.2% | -6.4% | -44.8% | -38.7% |
| 3M | -55.0% | -3.2% | -51.8% | -48.2% |
| 6M | -65.7% | +3.1% | -68.8% | -64.8% |
| YTD | +70.0% | +6.3% | +63.7% | +74.6% |
| 1Y | +100.9% | +5.2% | +95.7% | +115.0% |
| All | +100.9% | +4.9% | +96.0% | +115.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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