+169.5%
OKTG vs VT
+14.1%
+155.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +2.6% | +7.9% | +4.5% |
| 7D | -9.7% | +0.4% | -10.1% | -8.4% |
| 30D | -46.1% | -2.6% | -43.5% | -41.3% |
| 3M | +16.9% | -3.2% | +20.1% | +28.8% |
| 6M | +208.0% | +0.9% | +207.1% | +222.7% |
| YTD | +144.2% | +11.3% | +132.9% | +121.0% |
| All | +169.5% | +14.1% | +155.4% | +130.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling