+116.7%
OKTA vs VIG
+9.7%
+107.0%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.5% | +3.6% | +3.5% |
| 7D | +5.9% | -1.2% | +7.0% | +6.9% |
| 30D | +14.6% | -2.8% | +17.4% | +17.5% |
| 3M | +44.0% | +2.5% | +41.5% | +40.7% |
| 6M | +116.7% | +8.1% | +108.6% | +109.9% |
| All | +116.7% | +9.7% | +107.0% | +109.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 6mo: compounded portfolio wealth divided by compounded VIG 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…
6mo analysis · Full analysis span regression · 6 months rolling