+167.8%
OKTA vs VLTO
+73.3%
+94.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.8% | +4.4% | +5.0% |
| 7D | -3.9% | +2.0% | -6.0% | -4.5% |
| 30D | -23.5% | +21.8% | -45.3% | -29.0% |
| 3M | +19.7% | +20.2% | -0.5% | +11.6% |
| 6M | +111.6% | +36.3% | +75.3% | +86.1% |
| YTD | +105.4% | +18.8% | +86.5% | +92.3% |
| 1Y | +108.4% | +20.4% | +88.0% | +93.7% |
| 3Y | +167.8% | +71.9% | +95.9% | +139.6% |
| All | +167.8% | +73.3% | +94.6% | +139.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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