+18.5%
OKLS vs VT
+19.0%
-0.5%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | +5.6% |
| 7D | 0.0% | +0.1% | -0.1% | +0.3% |
| 30D | -35.7% | +4.5% | -40.2% | -15.2% |
| 3M | +30.2% | +2.8% | +27.4% | +68.6% |
| 6M | +53.8% | +13.0% | +40.8% | +163.4% |
| YTD | +11.8% | +15.4% | -3.5% | +219.5% |
| All | +18.5% | +19.0% | -0.5% | +386.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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