-54.7%
OKLO vs VYM
+18.4%
-73.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +0.7% | -9.9% | -11.5% |
| 7D | -12.2% | -0.8% | -11.4% | -9.9% |
| 30D | -19.7% | -2.2% | -17.5% | -13.1% |
| 3M | -37.4% | +3.1% | -40.5% | -44.4% |
| 6M | -42.3% | +9.7% | -52.0% | -57.1% |
| YTD | -49.5% | +14.9% | -64.4% | -66.9% |
| 1Y | -54.7% | +17.6% | -72.3% | -73.8% |
| All | -54.7% | +18.4% | -73.2% | -73.8% |
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