-48.5%
OABI vs VT
+62.8%
-111.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.2% | +3.9% | +3.9% |
| 7D | -1.6% | -2.3% | +0.8% | +0.6% |
| 30D | +10.3% | -5.0% | +15.3% | +15.5% |
| 3M | +124.6% | -4.9% | +129.4% | +134.8% |
| 6M | +251.7% | -1.5% | +253.3% | +257.9% |
| YTD | +171.9% | +8.5% | +163.4% | +156.0% |
| 1Y | +264.5% | +11.4% | +253.1% | +236.4% |
| 3Y | +10.3% | +70.1% | -59.8% | -21.1% |
| 5Y | -49.5% | +53.7% | -103.3% | -64.9% |
| All | -48.5% | +62.8% | -111.3% | -64.8% |
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