+416.0%
AAOI vs VZ
+67.5%
+348.5%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.3% | +0.7% | +2.1% |
| 7D | -0.2% | +0.9% | -1.1% | -0.1% |
| 30D | -23.7% | +7.7% | -31.4% | -23.3% |
| 3M | -39.0% | +9.7% | -48.7% | -38.5% |
| 6M | -17.0% | +3.1% | -20.1% | -16.1% |
| YTD | +202.2% | +30.5% | +171.7% | +203.3% |
| 1Y | +292.4% | +22.5% | +269.9% | +294.1% |
| 3Y | +804.4% | +82.4% | +722.0% | +745.0% |
| 5Y | +1,318.0% | +28.0% | +1,290.0% | +1,283.7% |
| All | +416.0% | +67.5% | +348.5% | +392.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ 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 10y: compounded portfolio wealth divided by compounded VZ 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…
10y analysis · Full analysis span regression · 6 months rolling