+39.0%
OKE vs VCIT
-1.0%
+40.0%
-11.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.1% | +0.8% |
| 7D | +1.2% | -1.2% | +2.4% | -0.5% |
| 30D | +4.5% | -1.6% | +6.0% | +2.1% |
| 3M | +9.6% | -2.3% | +11.9% | +6.2% |
| 6M | +15.4% | -1.9% | +17.3% | +13.0% |
| YTD | +36.5% | -1.8% | +38.3% | +33.3% |
| 1Y | +39.0% | -1.2% | +40.1% | +36.8% |
| All | +39.0% | -1.0% | +40.0% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 1y: compounded portfolio wealth divided by compounded VCIT 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…
1y analysis · Full analysis span regression · 6 months rolling