+305.3%
OKLO vs VTR
+90.0%
+215.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +1.2% | -7.5% | -6.2% |
| 7D | +0.1% | -1.8% | +1.9% | -0.1% |
| 30D | -15.2% | +4.0% | -19.2% | -14.8% |
| 3M | -26.2% | +7.8% | -34.0% | -25.9% |
| 6M | -35.0% | +6.4% | -41.4% | -34.6% |
| YTD | -44.4% | +18.3% | -62.7% | -43.9% |
| 1Y | -45.9% | +33.9% | -79.9% | -45.3% |
| 3Y | +284.9% | +134.3% | +150.6% | +288.2% |
| 5Y | +305.3% | +90.3% | +215.0% | +302.4% |
| All | +305.3% | +90.0% | +215.3% | +302.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling