+35.5%
BOKF vs VOO
+72.6%
-37.1%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.4% |
| 7D | +0.6% | +2.6% | -2.0% | -1.5% |
| 30D | +5.9% | -2.0% | +7.9% | +7.5% |
| 3M | -10.2% | -2.8% | -7.4% | -8.2% |
| 6M | +3.1% | +2.2% | +0.9% | +0.7% |
| YTD | +11.5% | +11.5% | 0.0% | +0.7% |
| 1Y | +22.7% | +13.5% | +9.2% | +9.0% |
| 3Y | +102.2% | +78.1% | +24.1% | +22.9% |
| All | +35.5% | +72.6% | -37.1% | -15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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