+262.9%
OKLO vs VNQ
+11.8%
+251.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +0.7% | -9.9% | -9.4% |
| 7D | -12.2% | -1.3% | -11.0% | -11.9% |
| 30D | -19.7% | -2.6% | -17.2% | -19.0% |
| 3M | -37.4% | -2.0% | -35.4% | -37.2% |
| 6M | -42.3% | +4.3% | -46.6% | -43.2% |
| YTD | -49.5% | +9.2% | -58.8% | -51.0% |
| 1Y | -54.7% | +5.6% | -60.3% | -55.7% |
| 3Y | +249.6% | +30.8% | +218.8% | +230.4% |
| 5Y | +268.1% | +8.0% | +260.1% | +247.6% |
| All | +262.9% | +11.8% | +251.1% | +239.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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