+184.1%
OKTG vs VT
+14.2%
+169.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +1.8% |
| 7D | +13.4% | +2.9% | +10.5% | +6.6% |
| 30D | -40.1% | -2.5% | -37.6% | -34.9% |
| 3M | +24.8% | -3.3% | +28.1% | +37.8% |
| 6M | +266.2% | +1.5% | +264.7% | +280.8% |
| YTD | +157.4% | +11.4% | +146.1% | +132.8% |
| All | +184.1% | +14.2% | +169.9% | +142.4% |
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