+766.9%
VST vs OKE
+142.5%
+624.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.2% | -0.6% | +0.5% |
| 7D | +9.9% | +1.9% | +8.0% | +8.8% |
| 30D | +7.9% | +12.8% | -4.9% | +1.1% |
| 3M | +3.4% | +11.9% | -8.5% | -3.5% |
| 6M | -4.1% | +14.9% | -19.0% | -13.0% |
| YTD | -5.7% | +37.7% | -43.4% | -24.6% |
| 1Y | -18.9% | +44.1% | -62.9% | -37.6% |
| 3Y | +359.1% | +75.3% | +283.8% | +249.3% |
| 5Y | +766.9% | +144.0% | +622.8% | +464.2% |
| All | +766.9% | +142.5% | +624.4% | +464.2% |
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