+74.3%
OKE vs VIG
+55.8%
+18.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.3% |
| 7D | +1.2% | -1.1% | +2.3% | +2.2% |
| 30D | +4.5% | -2.7% | +7.2% | +6.9% |
| 3M | +9.6% | +2.5% | +7.1% | +6.9% |
| 6M | +15.4% | +9.2% | +6.1% | +5.8% |
| YTD | +36.5% | +9.8% | +26.6% | +23.9% |
| 1Y | +39.0% | +12.4% | +26.6% | +22.8% |
| 3Y | +74.3% | +55.9% | +18.4% | +11.4% |
| All | +74.3% | +55.8% | +18.5% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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