+57.1%
OILK price history and return analytics
+218.1%
-161.0%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.4% | +0.1% |
| 7D | -1.8% | -0.7% | -1.1% | -1.5% |
| 30D | -6.3% | -1.7% | -4.6% | -5.6% |
| 3M | +12.1% | -2.3% | +14.4% | +13.1% |
| 6M | +7.0% | +1.5% | +5.5% | +5.0% |
| YTD | +74.2% | +12.0% | +62.1% | +59.1% |
| 1Y | +64.5% | +12.9% | +51.6% | +49.4% |
| 3Y | +56.8% | +74.9% | -18.1% | +3.8% |
| 5Y | +104.7% | +59.9% | +44.8% | +43.4% |
| 10Y | +70.2% | +224.6% | -154.4% | -30.5% |
| All | +57.1% | +218.1% | -161.0% | -34.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling