+37.6%
OKE vs VG
+17.2%
+20.3%
-11.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -0.3% |
| 7D | 0.0% | +7.0% | -7.1% | -1.2% |
| 30D | +4.6% | +17.2% | -12.7% | +1.7% |
| 3M | +6.9% | +16.8% | -9.8% | +3.4% |
| 6M | +15.8% | +36.3% | -20.6% | +8.8% |
| YTD | +35.2% | +127.9% | -92.7% | +19.1% |
| 1Y | +37.6% | +11.7% | +25.9% | +29.8% |
| All | +37.6% | +17.2% | +20.3% | +29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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