+171.6%
OKTG vs VT
+13.6%
+158.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.9% |
| 7D | -12.9% | -0.1% | -12.7% | -10.6% |
| 30D | -45.7% | -3.1% | -42.7% | -40.2% |
| 3M | +13.9% | -3.5% | +17.4% | +26.5% |
| 6M | +210.5% | +0.5% | +210.0% | +228.7% |
| YTD | +146.1% | +10.8% | +135.3% | +125.2% |
| All | +171.6% | +13.6% | +158.0% | +134.5% |
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