-31.1%
OKLO vs VTV
+14.1%
-45.2%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -0.5% |
| 7D | +7.7% | -0.7% | +8.4% | +10.0% |
| 30D | -4.3% | -0.5% | -3.8% | -3.0% |
| 3M | -24.6% | +5.3% | -29.9% | -40.6% |
| 6M | -31.1% | +12.9% | -44.0% | -58.7% |
| All | -31.1% | +14.1% | -45.2% | -58.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling