-40.7%
OKLO vs VTR
+36.9%
-77.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.0% | +5.6% | +2.2% |
| 7D | +2.8% | -1.7% | +4.5% | +1.7% |
| 30D | -4.0% | -2.4% | -1.6% | -5.4% |
| 3M | -36.9% | +14.8% | -51.7% | -31.8% |
| 6M | -37.1% | +5.3% | -42.5% | -33.4% |
| YTD | -42.5% | +18.1% | -60.6% | -33.1% |
| 1Y | -40.7% | +36.7% | -77.4% | -13.0% |
| All | -40.7% | +36.9% | -77.6% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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