+99.2%
OBE vs VT
+23.4%
+75.8%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.5% |
| 7D | +1.9% | +0.1% | +1.7% | +1.9% |
| 30D | +26.1% | +0.8% | +25.3% | +26.0% |
| 3M | -1.2% | +2.8% | -4.0% | -1.3% |
| 6M | +49.6% | +13.0% | +36.7% | +46.3% |
| YTD | +96.2% | +15.4% | +80.9% | +87.8% |
| All | +99.2% | +23.4% | +75.8% | +95.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling