+137.0%
OKE vs VRSN
+33.8%
+103.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | +0.6% |
| 7D | +1.2% | +0.2% | +1.0% | +1.1% |
| 30D | +4.5% | +3.8% | +0.7% | +3.3% |
| 3M | +9.6% | +5.0% | +4.6% | +7.8% |
| 6M | +15.4% | +24.9% | -9.5% | +7.7% |
| YTD | +36.5% | +21.6% | +14.9% | +27.9% |
| 1Y | +39.0% | +2.4% | +36.6% | +37.4% |
| 3Y | +74.3% | +47.3% | +27.0% | +49.2% |
| All | +137.0% | +33.8% | +103.2% | +109.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 5y: compounded portfolio wealth divided by compounded VRSN 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…
5y analysis · Full analysis span regression · 6 months rolling