+305.3%
OKLO vs VEA
+57.9%
+247.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -1.2% | -5.1% | -4.9% |
| 7D | +0.1% | -2.1% | +2.2% | +2.7% |
| 30D | -15.2% | -1.1% | -14.1% | -13.7% |
| 3M | -26.2% | +5.1% | -31.2% | -29.0% |
| 6M | -35.0% | +9.8% | -44.8% | -38.6% |
| YTD | -44.4% | +15.9% | -60.4% | -49.6% |
| 1Y | -45.9% | +24.6% | -70.5% | -53.3% |
| 3Y | +284.9% | +75.5% | +209.4% | +192.4% |
| 5Y | +305.3% | +59.4% | +245.9% | +206.4% |
| All | +305.3% | +57.9% | +247.4% | +206.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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