+459.9%
AAOI vs VLTO
+56.4%
+403.6%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.6% | -6.2% | -5.9% |
| 7D | -0.5% | +1.0% | -1.5% | -0.9% |
| 30D | -42.1% | +17.5% | -59.6% | -47.2% |
| 3M | -61.6% | +21.4% | -83.0% | -65.9% |
| 6M | -77.6% | +38.1% | -115.8% | -83.0% |
| YTD | +43.1% | +19.0% | +24.1% | +25.4% |
| 1Y | +138.6% | +20.7% | +117.9% | +102.6% |
| 3Y | +353.5% | +64.3% | +289.3% | +224.0% |
| All | +459.9% | +56.4% | +403.6% | +311.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling