+74.3%
OKE vs VEU
+73.8%
+0.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.6% |
| 7D | +1.2% | -1.4% | +2.7% | +1.7% |
| 30D | +4.5% | -0.4% | +4.9% | +4.6% |
| 3M | +9.6% | +2.5% | +7.1% | +8.4% |
| 6M | +15.4% | +11.1% | +4.2% | +9.1% |
| YTD | +36.5% | +16.5% | +19.9% | +24.0% |
| 1Y | +39.0% | +22.9% | +16.0% | +21.2% |
| 3Y | +74.3% | +73.4% | +0.9% | +16.4% |
| All | +74.3% | +73.8% | +0.5% | +16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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