+138.4%
OKLO vs VCIT
+3.2%
+135.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.7% | -0.1% | +22.8% | +22.8% |
| 7D | -6.7% | +0.1% | -6.8% | -6.9% |
| 30D | -36.0% | +1.9% | -38.0% | -37.3% |
| 3M | -44.2% | -1.4% | -42.7% | -43.3% |
| 6M | -70.4% | -2.1% | -68.3% | -69.7% |
| YTD | -67.2% | -1.6% | -65.5% | -66.4% |
| 1Y | -77.9% | -0.9% | -77.0% | -77.5% |
| 3Y | +128.4% | +20.0% | +108.4% | +122.9% |
| All | +138.4% | +3.2% | +135.1% | +122.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling