+143.9%
OKTG vs VT
+11.3%
+132.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.9% | -3.1% |
| 7D | -36.4% | -2.3% | -34.1% | -31.6% |
| 30D | -44.9% | -5.0% | -39.9% | -36.6% |
| 3M | +12.6% | -4.9% | +17.5% | +29.5% |
| 6M | +225.6% | -1.5% | +227.1% | +260.0% |
| YTD | +121.0% | +8.5% | +112.5% | +111.5% |
| All | +143.9% | +11.3% | +132.7% | +120.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling