+84.8%
OKTA vs VEU
+73.8%
+11.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.0% | -3.7% | -3.7% |
| 7D | -2.4% | -1.4% | -1.0% | -1.1% |
| 30D | +13.0% | -0.4% | +13.5% | +13.4% |
| 3M | +41.7% | +2.5% | +39.2% | +37.9% |
| 6M | +105.9% | +11.1% | +94.8% | +83.3% |
| YTD | +92.6% | +16.5% | +76.0% | +60.0% |
| 1Y | +81.1% | +22.9% | +58.1% | +40.5% |
| 3Y | +84.8% | +73.4% | +11.4% | -12.8% |
| All | +84.8% | +73.8% | +11.1% | -12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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 · 6 months rolling