-56.6%
OABI vs VT
+72.3%
-128.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.7% |
| 7D | -4.5% | +1.0% | -5.5% | -5.3% |
| 30D | +37.7% | -0.2% | +37.9% | +37.8% |
| 3M | +86.0% | +4.5% | +81.4% | +79.2% |
| 6M | +124.3% | +14.1% | +110.3% | +101.9% |
| YTD | +129.2% | +14.8% | +114.4% | +105.4% |
| 1Y | +166.7% | +21.2% | +145.5% | +129.9% |
| 3Y | -18.3% | +76.6% | -94.9% | -43.9% |
| All | -56.6% | +72.3% | -128.8% | -71.8% |
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 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