+262.9%
OKLO vs VEU
+60.4%
+202.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +1.0% | -10.2% | -10.5% |
| 7D | -12.2% | -1.4% | -10.8% | -10.7% |
| 30D | -19.7% | -0.4% | -19.3% | -19.1% |
| 3M | -37.4% | +2.5% | -39.9% | -38.5% |
| 6M | -42.3% | +11.1% | -53.4% | -46.6% |
| YTD | -49.5% | +16.5% | -66.0% | -55.0% |
| 1Y | -54.7% | +22.9% | -77.6% | -61.1% |
| 3Y | +249.6% | +73.4% | +176.2% | +161.0% |
| 5Y | +268.1% | +56.1% | +212.0% | +176.7% |
| All | +262.9% | +60.4% | +202.5% | +171.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling