-80.3%
OKLO vs VTV
+28.2%
-108.5%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.5% | -7.3% | -10.4% |
| 7D | -18.4% | +1.8% | -20.2% | -23.2% |
| 30D | -38.5% | +6.0% | -44.5% | -49.5% |
| 3M | -48.9% | +3.7% | -52.6% | -55.0% |
| 6M | -67.8% | +13.9% | -81.7% | -79.7% |
| YTD | -69.2% | +22.8% | -91.9% | -84.6% |
| 1Y | -80.3% | +27.9% | -108.2% | -91.3% |
| All | -80.3% | +28.2% | -108.5% | -91.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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