+715.9%
VTV vs OKE
+2,838.4%
-2,122.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.4% |
| 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% | +1.4% |
| 6M | +13.5% | +15.4% | -1.9% | +7.6% |
| YTD | +18.5% | +36.5% | -18.0% | +6.2% |
| 1Y | +22.9% | +39.0% | -16.1% | +9.3% |
| 3Y | +67.8% | +74.3% | -6.5% | +36.8% |
| 5Y | +81.8% | +141.2% | -59.4% | +31.7% |
| 10Y | +233.0% | +262.1% | -29.1% | +84.0% |
| All | +715.9% | +2,838.4% | -2,122.5% | +59.2% |
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 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