-47.7%
OABI vs VT
+66.3%
-114.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.5% | -3.3% | -3.4% |
| 7D | -1.0% | -0.1% | -0.8% | -0.7% |
| 30D | +6.5% | -3.1% | +9.5% | +9.7% |
| 3M | +50.4% | -3.5% | +53.9% | +55.2% |
| 6M | +207.2% | +0.5% | +206.8% | +207.3% |
| YTD | +175.7% | +10.8% | +164.9% | +155.1% |
| 1Y | +242.3% | +11.9% | +230.4% | +214.3% |
| 3Y | +20.3% | +73.0% | -52.7% | -15.3% |
| 5Y | -48.8% | +58.6% | -107.5% | -65.1% |
| All | -47.7% | +66.3% | -114.0% | -65.0% |
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