+804.4%
AAOI vs VLO
+196.5%
+607.9%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.3% | +0.7% | +1.4% |
| 7D | -0.2% | +5.3% | -5.5% | -2.6% |
| 30D | -23.7% | +18.2% | -41.9% | -29.9% |
| 3M | -39.0% | +53.3% | -92.4% | -51.1% |
| 6M | -17.0% | +70.4% | -87.5% | -37.9% |
| YTD | +202.2% | +143.4% | +58.9% | +81.9% |
| 1Y | +292.4% | +153.0% | +139.4% | +129.4% |
| 3Y | +804.4% | +195.0% | +609.4% | +342.9% |
| All | +804.4% | +196.5% | +607.9% | +342.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling