+15,968.0%
OKE vs VTRS
+553.2%
+15,414.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.8% |
| 7D | +1.2% | -2.2% | +3.4% | +1.7% |
| 30D | +4.5% | +3.3% | +1.2% | +3.8% |
| 3M | +9.6% | +2.0% | +7.6% | +8.9% |
| 6M | +15.4% | +19.9% | -4.6% | +10.4% |
| YTD | +36.5% | +35.7% | +0.7% | +27.1% |
| 1Y | +39.0% | +68.1% | -29.1% | +23.6% |
| 3Y | +74.3% | +87.1% | -12.8% | +48.9% |
| 5Y | +141.2% | +47.6% | +93.6% | +112.6% |
| 10Y | +262.1% | -48.2% | +310.3% | +271.0% |
| All | +15,968.0% | +553.2% | +15,414.8% | +12,040.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 all: compounded portfolio wealth divided by compounded VTRS 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…
all analysis · Full analysis span regression · 6 months rolling