+1,314.2%
AAOI vs VUG
+77.1%
+1,237.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | +0.1% |
| 7D | -0.2% | -0.5% | +0.3% | +0.9% |
| 30D | -23.7% | -1.0% | -22.7% | -22.3% |
| 3M | -39.0% | +3.5% | -42.5% | -40.8% |
| 6M | -17.0% | +14.2% | -31.2% | -32.1% |
| YTD | +202.2% | +8.5% | +193.7% | +174.3% |
| 1Y | +292.4% | +12.9% | +279.5% | +244.3% |
| 3Y | +804.4% | +85.6% | +718.7% | +349.8% |
| All | +1,314.2% | +77.1% | +1,237.1% | +638.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling