+81.3%
OGE vs VT
+53.2%
+28.1%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.1% | +4.4% | +2.0% |
| 7D | +2.9% | -4.2% | +7.1% | +4.6% |
| 30D | +10.9% | -5.8% | +16.7% | +13.4% |
| 3M | +9.1% | -5.2% | +14.4% | +11.3% |
| 6M | +8.2% | +0.1% | +8.0% | +7.6% |
| YTD | +23.5% | +8.2% | +15.3% | +18.4% |
| 1Y | +19.7% | +10.1% | +9.6% | +13.8% |
| 3Y | +62.9% | +69.7% | -6.8% | +23.6% |
| 5Y | +81.3% | +53.4% | +28.0% | +38.0% |
| All | +81.3% | +53.2% | +28.1% | +38.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling