+2.8%
OKE vs VG
+5.8%
-3.0%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.7% | -4.0% | -0.5% |
| 7D | +3.0% | +15.1% | -12.1% | -0.9% |
| 30D | -3.8% | -4.2% | +0.4% | -3.2% |
| 3M | -2.8% | -3.1% | +0.3% | -2.9% |
| 6M | +2.8% | +0.3% | +2.5% | +0.5% |
| All | +2.8% | +5.8% | -3.0% | +0.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling