-91.4%
AAOX vs VLTO
+21.1%
-112.5%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.9% | +0.1% | -15.0% | -14.4% |
| 7D | -48.3% | +1.6% | -49.9% | -45.8% |
| 30D | -84.3% | +22.0% | -106.3% | -65.5% |
| 3M | -91.4% | +21.9% | -113.3% | -81.2% |
| All | -91.4% | +21.1% | -112.5% | -81.2% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling