+84.8%
OKTA vs VOO
+77.4%
+7.4%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.5% | -3.8% |
| 7D | -2.4% | -0.8% | -1.6% | -1.4% |
| 30D | +13.0% | -1.1% | +14.1% | +15.0% |
| 3M | +41.7% | +3.9% | +37.8% | +35.2% |
| 6M | +105.9% | +13.6% | +92.3% | +75.1% |
| YTD | +92.6% | +12.7% | +79.8% | +65.7% |
| 1Y | +81.1% | +17.6% | +63.5% | +47.3% |
| 3Y | +84.8% | +77.3% | +7.5% | -22.2% |
| All | +84.8% | +77.4% | +7.4% | -22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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