+259.1%
OKE vs VT
+222.7%
+36.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.0% |
| 7D | -0.2% | -0.1% | -0.1% | -0.1% |
| 30D | +6.1% | -0.7% | +6.7% | +6.8% |
| 3M | +10.4% | +4.0% | +6.5% | +4.0% |
| 6M | +14.2% | +12.3% | +1.9% | -4.2% |
| YTD | +35.3% | +14.0% | +21.3% | +10.7% |
| 1Y | +40.6% | +20.3% | +20.3% | +6.7% |
| 3Y | +72.2% | +75.4% | -3.2% | -23.0% |
| 5Y | +139.6% | +66.0% | +73.7% | +15.4% |
| 10Y | +259.1% | +228.2% | +30.9% | -33.7% |
| All | +259.1% | +222.7% | +36.4% | -33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling