-33.3%
OKTA vs VTEB
+1.2%
-34.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.4% | -3.0% | -3.5% |
| 7D | -2.4% | -0.9% | -1.5% | -0.5% |
| 30D | +13.0% | -2.5% | +15.5% | +19.5% |
| 3M | +41.7% | -3.0% | +44.7% | +51.5% |
| 6M | +105.9% | -2.1% | +108.1% | +116.6% |
| YTD | +92.6% | -1.5% | +94.0% | +99.9% |
| 1Y | +81.1% | +0.2% | +80.9% | +81.5% |
| 3Y | +84.8% | +8.6% | +76.3% | +46.7% |
| All | -33.3% | +1.2% | -34.5% | -40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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