-88.5%
OKLL vs VOO
+28.3%
-116.8%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -0.6% | +10.5% | +14.3% |
| 7D | +24.9% | +0.5% | +24.3% | +18.5% |
| 30D | -26.0% | -0.9% | -25.1% | -19.6% |
| 3M | -57.7% | +3.9% | -61.6% | -66.4% |
| 6M | -68.7% | +14.5% | -83.3% | -85.6% |
| YTD | -83.5% | +13.0% | -96.5% | -91.1% |
| 1Y | -89.9% | +19.4% | -109.4% | -95.7% |
| All | -88.5% | +28.3% | -116.8% | -96.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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