+1,216.9%
VST vs OKE
+248.8%
+968.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.9% | +3.7% |
| 7D | +8.9% | +0.7% | +8.2% | +8.6% |
| 30D | +6.2% | +9.4% | -3.2% | +2.5% |
| 3M | -2.7% | +8.6% | -11.3% | -6.3% |
| 6M | -8.4% | +15.3% | -23.7% | -14.6% |
| YTD | -7.2% | +34.8% | -42.0% | -19.4% |
| 1Y | -20.9% | +35.3% | -56.2% | -31.7% |
| 3Y | +384.0% | +69.5% | +314.5% | +297.0% |
| 5Y | +757.1% | +135.2% | +621.9% | +519.9% |
| All | +1,216.9% | +248.8% | +968.1% | +651.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling