+359.1%
VST vs OKE
+75.5%
+283.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.2% | -0.6% | +0.4% |
| 7D | +9.9% | +1.9% | +8.0% | +8.7% |
| 30D | +7.9% | +12.8% | -4.9% | +0.5% |
| 3M | +3.4% | +11.9% | -8.5% | -4.2% |
| 6M | -4.1% | +14.9% | -19.0% | -14.3% |
| YTD | -5.7% | +37.7% | -43.4% | -28.3% |
| 1Y | -18.9% | +44.1% | -62.9% | -41.6% |
| 3Y | +359.1% | +75.3% | +283.8% | +272.8% |
| All | +359.1% | +75.5% | +283.6% | +272.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling