-16.6%
OBE vs VT
+223.7%
-240.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +2.6% | -7.3% | -7.6% |
| 7D | -11.1% | +0.4% | -11.5% | -12.1% |
| 30D | -17.1% | -2.6% | -14.5% | -15.3% |
| 3M | -7.0% | -3.2% | -3.7% | -4.7% |
| 6M | -25.8% | +0.9% | -26.8% | -28.3% |
| YTD | +50.4% | +11.3% | +39.1% | +27.7% |
| 1Y | +57.3% | +14.0% | +43.3% | +29.6% |
| 3Y | +19.4% | +75.8% | -56.4% | -41.7% |
| 5Y | +123.2% | +57.8% | +65.4% | +24.8% |
| 10Y | -16.6% | +219.8% | -236.4% | -81.5% |
| All | -16.6% | +223.7% | -240.3% | -81.5% |
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