+1,075.1%
VST vs OKE
+231.7%
+843.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.1% | -1.5% |
| 7D | +6.6% | +5.4% | +1.2% | +4.4% |
| 30D | -12.4% | -1.3% | -11.0% | -11.9% |
| 3M | -9.0% | -2.0% | -7.0% | -8.5% |
| 6M | -6.4% | +3.4% | -9.9% | -8.7% |
| YTD | -17.2% | +28.2% | -45.4% | -26.7% |
| 1Y | -22.0% | +35.7% | -57.7% | -32.8% |
| 3Y | +296.7% | +61.0% | +235.7% | +232.1% |
| 5Y | +637.6% | +85.8% | +551.8% | +479.0% |
| 10Y | +1,138.2% | +242.1% | +896.1% | +607.8% |
| All | +1,075.1% | +231.7% | +843.4% | +582.8% |
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 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