+183.1%
OKTG vs VT
+18.3%
+164.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.8% |
| 7D | +4.7% | +0.4% | +4.3% | +4.0% |
| 30D | +24.4% | +1.0% | +23.4% | +23.1% |
| 3M | +65.0% | +2.4% | +62.6% | +60.3% |
| 6M | +301.6% | +12.0% | +289.6% | +246.9% |
| YTD | +156.5% | +15.3% | +141.2% | +110.8% |
| All | +183.1% | +18.3% | +164.8% | +119.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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