+36.6%
OKE vs VNQ
+11.6%
+25.0%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.8% | -0.8% | -2.5% |
| 7D | -9.0% | +2.5% | -11.5% | -9.1% |
| 30D | -2.3% | +7.0% | -9.3% | -2.9% |
| 3M | 0.0% | -1.9% | +1.8% | -0.1% |
| 6M | -2.0% | +2.3% | -4.2% | -2.1% |
| YTD | +23.2% | +11.8% | +11.3% | +20.4% |
| 1Y | +36.6% | +11.9% | +24.7% | +33.8% |
| All | +36.6% | +11.6% | +25.0% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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