+937.0%
AAOI vs VLO
+1,660.2%
-723.2%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -4.0% |
| 7D | +2.9% | +4.0% | -1.1% | +1.5% |
| 30D | -23.1% | +19.0% | -42.1% | -27.9% |
| 3M | -41.0% | +50.0% | -91.0% | -49.3% |
| 6M | -14.3% | +79.1% | -93.4% | -31.3% |
| YTD | +196.3% | +140.3% | +56.0% | +111.9% |
| 1Y | +272.6% | +148.3% | +124.3% | +163.2% |
| 3Y | +775.3% | +194.6% | +580.7% | +474.6% |
| 5Y | +1,290.2% | +609.6% | +680.6% | +537.1% |
| 10Y | +426.2% | +929.5% | -503.3% | +90.5% |
| All | +937.0% | +1,660.2% | -723.2% | +184.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling