+27.0%
OAKM vs VT
+35.9%
-9.0%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.6% |
| 7D | -1.1% | +1.0% | -2.1% | -1.8% |
| 30D | +1.8% | -0.2% | +2.0% | +2.0% |
| 3M | +10.9% | +4.5% | +6.4% | +7.1% |
| 6M | +12.1% | +14.1% | -2.0% | +0.3% |
| YTD | +9.8% | +14.8% | -4.9% | -2.3% |
| 1Y | +18.9% | +21.2% | -2.3% | +0.5% |
| All | +27.0% | +35.9% | -9.0% | -3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling