+80.6%
VTV vs OKE
+138.0%
-57.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.5% |
| 7D | -1.1% | +1.2% | -2.3% | -1.5% |
| 30D | -1.0% | +4.5% | -5.5% | -2.4% |
| 3M | +4.6% | +9.6% | -5.0% | +1.5% |
| 6M | +13.5% | +15.4% | -1.9% | +7.7% |
| YTD | +18.5% | +36.5% | -18.0% | +5.9% |
| 1Y | +22.9% | +39.0% | -16.1% | +8.9% |
| 3Y | +67.8% | +74.3% | -6.5% | +33.5% |
| All | +80.6% | +138.0% | -57.4% | +25.7% |
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