+166.9%
OKTG vs VOO
+15.1%
+151.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.8% | -6.4% | -7.8% |
| 7D | -5.7% | -0.8% | -5.0% | -3.9% |
| 30D | +17.2% | -1.1% | +18.3% | +21.6% |
| 3M | +72.8% | +3.9% | +68.9% | +61.1% |
| 6M | +202.1% | +13.6% | +188.5% | +142.6% |
| YTD | +141.8% | +12.7% | +129.1% | +101.7% |
| All | +166.9% | +15.1% | +151.8% | +112.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling