-2.8%
OBE vs VT
+221.4%
-224.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.8% |
| 7D | -1.3% | +1.0% | -2.3% | -2.5% |
| 30D | +20.8% | -0.2% | +21.0% | +20.9% |
| 3M | +3.6% | +4.5% | -0.9% | -2.8% |
| 6M | +40.5% | +14.1% | +26.4% | +17.1% |
| YTD | +95.3% | +14.8% | +80.5% | +61.9% |
| 1Y | +105.0% | +21.2% | +83.8% | +59.0% |
| 3Y | +58.8% | +76.6% | -17.8% | -22.2% |
| 5Y | +362.2% | +66.6% | +295.6% | +145.3% |
| 10Y | -2.8% | +222.3% | -225.1% | -76.7% |
| All | -2.8% | +221.4% | -224.3% | -76.7% |
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