+299.6%
OKLO vs VTV
+84.0%
+215.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.7% | -5.6% | -5.6% |
| 7D | +0.1% | -2.1% | +2.2% | +2.2% |
| 30D | -15.2% | -1.3% | -13.8% | -14.0% |
| 3M | -26.2% | +5.6% | -31.8% | -30.0% |
| 6M | -35.0% | +12.4% | -47.4% | -41.2% |
| YTD | -44.4% | +17.6% | -62.1% | -51.3% |
| 1Y | -45.9% | +23.5% | -69.4% | -54.2% |
| 3Y | +284.9% | +67.0% | +217.9% | +202.3% |
| 5Y | +305.3% | +80.5% | +224.7% | +216.7% |
| All | +299.6% | +84.0% | +215.6% | +210.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling