+182.8%
VXUS vs OKE
+769.3%
-586.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.6% | -0.9% |
| 7D | +1.6% | +1.9% | -0.3% | +1.1% |
| 30D | +1.0% | +12.8% | -11.8% | -1.9% |
| 3M | +5.7% | +11.9% | -6.3% | +2.5% |
| 6M | +13.6% | +14.9% | -1.3% | +9.0% |
| YTD | +17.4% | +37.7% | -20.3% | +7.5% |
| 1Y | +25.1% | +44.1% | -19.0% | +13.0% |
| 3Y | +75.8% | +75.3% | +0.6% | +49.2% |
| 5Y | +55.4% | +144.0% | -88.7% | +20.3% |
| 10Y | +146.4% | +249.7% | -103.3% | +58.4% |
| All | +182.8% | +769.3% | -586.6% | -0.5% |
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