+1,111.3%
AAOI vs VLTO
+25.1%
+1,086.2%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.8% | -2.4% | -2.7% |
| 7D | +4.7% | -2.6% | +7.2% | +6.3% |
| 30D | -18.7% | -2.5% | -16.3% | -17.8% |
| 3M | -33.7% | +10.1% | -43.8% | -41.7% |
| 6M | -2.4% | +1.0% | -3.4% | -7.2% |
| YTD | +209.6% | -4.8% | +214.4% | +210.1% |
| 1Y | +355.0% | -9.3% | +364.4% | +379.1% |
| All | +1,111.3% | +25.1% | +1,086.2% | +918.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling