+379.1%
V vs AAOI
+445.6%
-66.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.0% | -1.1% | +0.8% |
| 7D | -1.2% | -0.2% | -1.1% | -1.2% |
| 30D | +3.1% | -23.7% | +26.8% | +3.8% |
| 3M | +16.3% | -39.0% | +55.3% | +17.5% |
| 6M | +20.4% | -17.0% | +37.4% | +18.5% |
| YTD | +6.3% | +202.2% | -196.0% | -2.4% |
| 1Y | +8.7% | +292.4% | -283.7% | -2.2% |
| 3Y | +53.3% | +804.4% | -751.1% | +22.9% |
| 5Y | +71.1% | +1,318.0% | -1,247.0% | +24.5% |
| All | +379.1% | +445.6% | -66.5% | +237.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOI.
Daily Out/Under-Performance
Portfolio return minus AAOI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOI 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 AAOI 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