+612.9%
OKTA vs VIG
+219.0%
+393.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -0.9% |
| 7D | +0.7% | -0.4% | +1.1% | +1.2% |
| 30D | +13.0% | -2.1% | +15.1% | +15.8% |
| 3M | +43.4% | +3.3% | +40.1% | +38.1% |
| 6M | +107.6% | +9.3% | +98.3% | +87.3% |
| YTD | +93.8% | +10.1% | +83.7% | +73.4% |
| 1Y | +80.8% | +14.7% | +66.1% | +54.3% |
| 3Y | +91.8% | +56.9% | +34.9% | +15.6% |
| 5Y | -36.4% | +62.9% | -99.3% | -62.1% |
| All | +612.9% | +219.0% | +393.9% | +89.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling