+89.6%
VRT vs OKTA
+83.4%
+6.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.7% | +6.3% | +3.6% |
| 7D | -8.4% | -2.4% | -6.0% | -8.3% |
| 30D | -10.9% | +13.0% | -23.9% | -11.1% |
| 3M | -13.7% | +41.7% | -55.4% | -13.7% |
| 6M | -4.1% | +105.9% | -110.1% | -1.1% |
| YTD | +58.7% | +92.6% | -33.8% | +65.1% |
| 1Y | +89.6% | +81.1% | +8.6% | +104.4% |
| All | +89.6% | +83.4% | +6.2% | +104.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OKTA.
Daily Out/Under-Performance
Portfolio return minus OKTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKTA 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 OKTA 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