+18.5%
OKLS vs VOO
+16.3%
+2.2%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +6.8% | -5.0% | +25.2% |
| 7D | +1.8% | +6.8% | -5.0% | +25.2% |
| 30D | +1.8% | +6.8% | -5.0% | +25.2% |
| 3M | +1.8% | +6.8% | -5.0% | +25.2% |
| 6M | +50.4% | +13.0% | +37.4% | +118.9% |
| YTD | +11.8% | +13.7% | -1.9% | +107.8% |
| All | +18.5% | +16.3% | +2.2% | +183.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 3y: compounded portfolio wealth divided by compounded VOO 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…
3y analysis · Full analysis span regression · Available span rolling