+114.8%
OKTA vs VLTO
+26.2%
+88.7%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.5% |
| 7D | +0.7% | -1.6% | +2.3% | +1.3% |
| 30D | +13.0% | -2.9% | +15.9% | +14.2% |
| 3M | +43.4% | +12.7% | +30.8% | +35.9% |
| 6M | +107.6% | +1.6% | +106.1% | +105.4% |
| YTD | +93.8% | -4.0% | +97.8% | +96.6% |
| 1Y | +80.8% | -10.2% | +91.0% | +88.2% |
| All | +114.8% | +26.2% | +88.7% | +98.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling