+313.5%
OKLO vs VCIT
+3.8%
+309.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.6% |
| 7D | +2.8% | -0.3% | +3.2% | +3.2% |
| 30D | -4.0% | -0.8% | -3.2% | -3.2% |
| 3M | -36.9% | -1.0% | -35.9% | -36.1% |
| 6M | -37.1% | -1.8% | -35.3% | -36.0% |
| YTD | -42.5% | -0.7% | -41.8% | -41.8% |
| 1Y | -40.7% | +1.0% | -41.7% | -40.4% |
| 3Y | +299.1% | +18.8% | +280.3% | +285.7% |
| 5Y | +317.3% | +3.5% | +313.8% | +293.0% |
| All | +313.5% | +3.8% | +309.7% | +289.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling