+800.0%
VGT vs OKE
+266.1%
+533.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +1.0% |
| 7D | -0.2% | +1.2% | -1.4% | -0.5% |
| 30D | -0.4% | +4.5% | -4.9% | -1.5% |
| 3M | +4.4% | +9.6% | -5.2% | +1.7% |
| 6M | +32.1% | +15.4% | +16.7% | +26.3% |
| YTD | +28.8% | +36.5% | -7.7% | +17.6% |
| 1Y | +35.3% | +39.0% | -3.6% | +22.7% |
| 3Y | +124.8% | +74.3% | +50.5% | +91.4% |
| 5Y | +137.9% | +141.2% | -3.3% | +86.8% |
| All | +800.0% | +266.1% | +533.9% | +543.0% |
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