+1,082.5%
AAOI vs VLTO
+24.3%
+1,058.2%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | +1.6% |
| 7D | -0.2% | -2.3% | +2.1% | +1.3% |
| 30D | -23.7% | -2.7% | -21.0% | -22.7% |
| 3M | -39.0% | +14.0% | -53.1% | -48.0% |
| 6M | -17.0% | +3.3% | -20.3% | -23.1% |
| YTD | +202.2% | -5.4% | +207.6% | +204.1% |
| 1Y | +292.4% | -13.3% | +305.7% | +339.7% |
| All | +1,082.5% | +24.3% | +1,058.2% | +898.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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