+305.3%
OKLO vs VGT
+131.4%
+173.9%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -1.0% | -5.3% | -5.3% |
| 7D | +0.1% | -1.0% | +1.1% | +1.2% |
| 30D | -15.2% | -0.4% | -14.7% | -14.5% |
| 3M | -26.2% | +6.6% | -32.8% | -29.4% |
| 6M | -35.0% | +31.0% | -66.1% | -47.1% |
| YTD | -44.4% | +27.2% | -71.7% | -53.2% |
| 1Y | -45.9% | +34.5% | -80.4% | -55.2% |
| 3Y | +284.9% | +123.1% | +161.8% | +185.8% |
| 5Y | +305.3% | +135.1% | +170.2% | +201.7% |
| All | +305.3% | +131.4% | +173.9% | +201.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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