+340.1%
OKLO vs VMC
+53.2%
+286.9%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.6% | +6.6% | +5.6% |
| 7D | +12.4% | -0.5% | +12.9% | +12.6% |
| 30D | -10.6% | -9.1% | -1.5% | -7.1% |
| 3M | -26.5% | -4.1% | -22.4% | -25.9% |
| 6M | -25.6% | -5.5% | -20.1% | -24.2% |
| YTD | -39.6% | -8.9% | -30.7% | -37.6% |
| 1Y | -38.8% | -12.9% | -25.8% | -35.6% |
| 3Y | +318.1% | +22.1% | +295.9% | +316.2% |
| All | +340.1% | +53.2% | +286.9% | +337.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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