-40.7%
OKLO vs VCIT
+1.3%
-42.0%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.7% |
| 7D | +2.8% | -0.3% | +3.2% | +5.4% |
| 30D | -4.0% | -0.8% | -3.2% | +2.0% |
| 3M | -36.9% | -1.0% | -35.9% | -31.5% |
| 6M | -37.1% | -1.8% | -35.3% | -30.5% |
| YTD | -42.5% | -0.7% | -41.8% | -37.7% |
| 1Y | -40.7% | +1.0% | -41.7% | -42.3% |
| All | -40.7% | +1.3% | -42.0% | -42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 1y: compounded portfolio wealth divided by compounded VCIT 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…
1y analysis · Full analysis span regression · 6 months rolling