+416.0%
AAOI vs VLO
+946.8%
-530.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.3% | +0.7% | +1.6% |
| 7D | -0.2% | +5.3% | -5.5% | -1.9% |
| 30D | -23.7% | +18.2% | -41.9% | -28.1% |
| 3M | -39.0% | +53.3% | -92.4% | -47.7% |
| 6M | -17.0% | +70.4% | -87.5% | -31.9% |
| YTD | +202.2% | +143.4% | +58.9% | +117.4% |
| 1Y | +292.4% | +153.0% | +139.4% | +178.4% |
| 3Y | +804.4% | +195.0% | +609.4% | +500.4% |
| 5Y | +1,318.0% | +618.8% | +699.3% | +569.0% |
| All | +416.0% | +946.8% | -530.8% | +105.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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