+69.4%
OGE vs VT
+74.4%
-5.1%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.0% | +0.7% |
| 7D | +3.7% | -0.1% | +3.9% | +3.7% |
| 30D | +9.5% | -3.1% | +12.6% | +10.4% |
| 3M | +11.4% | -3.5% | +14.9% | +12.3% |
| 6M | +9.6% | +0.5% | +9.1% | +9.1% |
| YTD | +23.8% | +10.8% | +13.0% | +19.1% |
| 1Y | +18.3% | +11.9% | +6.4% | +13.4% |
| 3Y | +69.4% | +73.0% | -3.6% | +23.5% |
| All | +69.4% | +74.4% | -5.1% | +23.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling