+339.7%
OKLO vs VUG
+76.0%
+263.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.4% | +5.3% | +5.3% |
| 7D | +12.4% | +0.9% | +11.5% | +11.4% |
| 30D | -10.6% | -1.4% | -9.1% | -9.1% |
| 3M | -26.5% | +2.3% | -28.8% | -27.2% |
| 6M | -25.6% | +15.7% | -41.3% | -32.7% |
| YTD | -39.6% | +8.6% | -48.3% | -42.1% |
| 1Y | -38.8% | +14.1% | -52.8% | -42.5% |
| 3Y | +318.1% | +87.9% | +230.2% | +253.6% |
| 5Y | +339.7% | +76.3% | +263.4% | +274.5% |
| All | +339.7% | +76.0% | +263.7% | +274.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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