+242.9%
OKE vs VT
+221.8%
+21.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.3% |
| 7D | +5.4% | +2.4% | +3.0% | +2.4% |
| 30D | -1.3% | -1.5% | +0.2% | 0.0% |
| 3M | -2.0% | -4.1% | +2.1% | +2.3% |
| 6M | +3.4% | +0.6% | +2.9% | +0.5% |
| YTD | +28.2% | +11.0% | +17.1% | +7.7% |
| 1Y | +35.7% | +13.3% | +22.3% | +10.7% |
| 3Y | +61.0% | +73.4% | -12.4% | -27.4% |
| 5Y | +85.8% | +57.4% | +28.4% | -4.2% |
| All | +242.9% | +221.8% | +21.1% | -32.4% |
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