+90.1%
OKTA vs VTR
+36.9%
+53.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.0% | +2.1% | -0.9% |
| 7D | +2.6% | -1.7% | +4.3% | +1.8% |
| 30D | +16.0% | -2.4% | +18.5% | +14.7% |
| 3M | +38.2% | +14.8% | +23.4% | +53.3% |
| 6M | +137.8% | +5.3% | +132.5% | +148.4% |
| YTD | +97.3% | +18.1% | +79.2% | +115.2% |
| 1Y | +90.1% | +36.7% | +53.4% | +113.7% |
| All | +90.1% | +36.9% | +53.2% | +113.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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