+1,059.3%
AAOI vs VLTO
+23.4%
+1,035.8%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.3% | -3.0% | -3.4% |
| 7D | +2.9% | -4.5% | +7.4% | +5.9% |
| 30D | -23.1% | -4.6% | -18.5% | -21.1% |
| 3M | -41.0% | +13.3% | -54.3% | -49.5% |
| 6M | -14.3% | +2.1% | -16.4% | -19.8% |
| YTD | +196.3% | -6.1% | +202.4% | +199.4% |
| 1Y | +272.6% | -11.4% | +284.0% | +300.6% |
| All | +1,059.3% | +23.4% | +1,035.8% | +883.0% |
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 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