+56.2%
OILK price history and return analytics
+223.8%
-167.6%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -1.2% |
| 7D | +4.3% | -1.1% | +5.4% | +5.0% |
| 30D | +11.7% | -1.0% | +12.7% | +12.2% |
| 3M | +9.7% | +3.2% | +6.6% | +7.3% |
| 6M | +24.5% | +12.5% | +12.1% | +14.3% |
| YTD | +73.2% | +14.1% | +59.2% | +57.2% |
| 1Y | +62.2% | +18.9% | +43.3% | +43.1% |
| 3Y | +46.2% | +74.1% | -27.9% | -2.5% |
| 5Y | +130.2% | +66.9% | +63.3% | +56.8% |
| All | +56.2% | +223.8% | -167.6% | -35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling