+249.6%
OKLO vs VTR
+132.9%
+116.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -0.5% | -8.7% | -9.3% |
| 7D | -12.2% | -0.3% | -11.9% | -12.3% |
| 30D | -19.7% | +1.1% | -20.8% | -19.5% |
| 3M | -37.4% | +7.9% | -45.3% | -36.8% |
| 6M | -42.3% | +6.2% | -48.4% | -41.5% |
| YTD | -49.5% | +17.7% | -67.3% | -48.4% |
| 1Y | -54.7% | +32.9% | -87.6% | -53.4% |
| 3Y | +249.6% | +129.7% | +119.9% | +254.5% |
| All | +249.6% | +132.9% | +116.7% | +254.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling