+161.1%
VEA vs OKE
+266.1%
-105.0%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.1% | +0.9% |
| 7D | -1.5% | +1.2% | -2.7% | -1.7% |
| 30D | -0.8% | +4.5% | -5.3% | -1.9% |
| 3M | +2.5% | +9.6% | -7.1% | 0.0% |
| 6M | +11.1% | +15.4% | -4.2% | +6.6% |
| YTD | +17.2% | +36.5% | -19.3% | +7.6% |
| 1Y | +24.5% | +39.0% | -14.5% | +13.6% |
| 3Y | +75.4% | +74.3% | +1.1% | +49.3% |
| 5Y | +61.1% | +141.2% | -80.1% | +25.7% |
| All | +161.1% | +266.1% | -105.0% | +75.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE 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 OKE 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