+90.1%
OKTA vs VO
+15.8%
+74.3%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.4% |
| 7D | +2.6% | -0.3% | +2.9% | +3.0% |
| 30D | +16.0% | -0.3% | +16.4% | +16.6% |
| 3M | +38.2% | +2.9% | +35.2% | +33.8% |
| 6M | +137.8% | +9.3% | +128.5% | +115.6% |
| YTD | +97.3% | +14.2% | +83.1% | +68.7% |
| 1Y | +90.1% | +15.3% | +74.9% | +61.1% |
| All | +90.1% | +15.8% | +74.3% | +61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling