+144.0%
OKE vs VT
+66.2%
+77.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.7% | +2.6% |
| 7D | +1.9% | +1.0% | +0.9% | +1.1% |
| 30D | +12.8% | -0.2% | +13.1% | +13.0% |
| 3M | +11.9% | +4.5% | +7.4% | +7.2% |
| 6M | +14.9% | +14.1% | +0.8% | +0.8% |
| YTD | +37.7% | +14.8% | +23.0% | +19.7% |
| 1Y | +44.1% | +21.2% | +22.9% | +18.3% |
| 3Y | +75.3% | +76.6% | -1.3% | -1.8% |
| 5Y | +144.0% | +66.6% | +77.4% | +47.7% |
| All | +144.0% | +66.2% | +77.8% | +47.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling