+262.9%
OKLO vs VTV
+85.3%
+177.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +0.7% | -9.9% | -9.9% |
| 7D | -12.2% | -1.1% | -11.1% | -11.3% |
| 30D | -19.7% | -1.0% | -18.7% | -18.9% |
| 3M | -37.4% | +4.6% | -42.0% | -40.2% |
| 6M | -42.3% | +13.5% | -55.8% | -48.3% |
| YTD | -49.5% | +18.5% | -68.0% | -56.1% |
| 1Y | -54.7% | +22.9% | -77.6% | -61.6% |
| 3Y | +249.6% | +67.8% | +181.8% | +172.4% |
| 5Y | +268.1% | +81.8% | +186.2% | +185.4% |
| All | +262.9% | +85.3% | +177.6% | +179.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling