+59.9%
VEA vs OKE
+138.0%
-78.1%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -0.1% |
| 6M | +11.1% | +15.4% | -4.2% | +6.1% |
| YTD | +17.2% | +36.5% | -19.3% | +6.1% |
| 1Y | +24.5% | +39.0% | -14.5% | +11.9% |
| 3Y | +75.4% | +74.3% | +1.1% | +40.5% |
| All | +59.9% | +138.0% | -78.1% | +12.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling