Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • OKLO vs VIG✓SelectedUSD · VIGOKLO vs VIG performance historyLatest closeAs of-6.32%09/10
Stock and ETF performance explorer

OKLO vs VIG

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-45.9%
VIG return
+12.7%
Excess return
-58.6%
Maximum drawdown
-78.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioVIGExcessAlpha
1D-6.3%-0.5%-5.9%-4.6%
7D+0.1%-2.2%+2.3%+8.9%
30D-15.2%-3.2%-11.9%-4.0%
3M-26.2%+3.0%-29.2%-35.1%
6M-35.0%+8.1%-43.2%-50.8%
YTD-44.4%+9.1%-53.5%-59.1%
1Y-45.9%+12.6%-58.5%-64.6%
All-45.9%+12.7%-58.6%-64.6%

Cumulative growth

Daily Returns

Daily percentage return beside VIG.

Daily Out/Under-Performance

Portfolio return minus VIG return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…

1y analysis · Full analysis span regression · 6 months rolling