-11.5%
OBE vs VT
+222.7%
-234.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +3.3% |
| 7D | +5.3% | +2.9% | +2.4% | +1.8% |
| 30D | -17.3% | -2.5% | -14.8% | -15.6% |
| 3M | -6.5% | -3.3% | -3.2% | -4.1% |
| 6M | -26.1% | +1.5% | -27.6% | -29.0% |
| YTD | +58.7% | +11.4% | +47.4% | +34.7% |
| 1Y | +57.7% | +11.9% | +45.8% | +32.9% |
| 3Y | +24.6% | +73.9% | -49.3% | -38.4% |
| 5Y | +160.2% | +57.9% | +102.3% | +45.4% |
| All | -11.5% | +222.7% | -234.2% | -80.0% |
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