-80.3%
OKLO vs VYM
+21.8%
-102.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.2% | -7.0% | -10.1% |
| 7D | -18.4% | +1.2% | -19.6% | -22.0% |
| 30D | -38.5% | +5.2% | -43.7% | -49.3% |
| 3M | -48.9% | +0.5% | -49.5% | -49.9% |
| 6M | -67.8% | +7.7% | -75.5% | -75.8% |
| YTD | -69.2% | +17.2% | -86.4% | -82.9% |
| 1Y | -80.3% | +21.7% | -101.9% | -90.4% |
| All | -80.3% | +21.8% | -102.1% | -90.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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