+1,290.2%
OKE vs VEU
+188.0%
+1,102.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | 0.0% |
| 7D | +1.2% | -1.4% | +2.7% | +2.6% |
| 30D | +4.5% | -0.4% | +4.9% | +4.7% |
| 3M | +9.6% | +2.5% | +7.1% | +6.0% |
| 6M | +15.4% | +11.1% | +4.2% | +1.1% |
| YTD | +36.5% | +16.5% | +19.9% | +13.6% |
| 1Y | +39.0% | +22.9% | +16.0% | +9.6% |
| 3Y | +74.3% | +73.4% | +0.9% | -3.2% |
| 5Y | +141.2% | +56.1% | +85.1% | +48.8% |
| 10Y | +262.1% | +153.0% | +109.1% | +56.1% |
| All | +1,290.2% | +188.0% | +1,102.3% | +382.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling