+804.4%
AAOI vs VUG
+86.2%
+718.2%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | -0.7% |
| 7D | -0.2% | -0.5% | +0.3% | +1.3% |
| 30D | -23.7% | -1.0% | -22.7% | -21.7% |
| 3M | -39.0% | +3.5% | -42.5% | -42.2% |
| 6M | -17.0% | +14.2% | -31.2% | -39.6% |
| YTD | +202.2% | +8.5% | +193.7% | +155.8% |
| 1Y | +292.4% | +12.9% | +279.5% | +211.4% |
| 3Y | +804.4% | +85.6% | +718.7% | +149.4% |
| All | +804.4% | +86.2% | +718.2% | +149.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling