+162.3%
OBE vs VT
+57.0%
+105.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.9% |
| 7D | +2.3% | +2.4% | -0.1% | -0.2% |
| 30D | -14.1% | -1.5% | -12.6% | -13.4% |
| 3M | -5.3% | -4.1% | -1.1% | -2.2% |
| 6M | -24.0% | +0.6% | -24.5% | -25.9% |
| YTD | +61.3% | +11.0% | +50.3% | +39.3% |
| 1Y | +62.7% | +13.3% | +49.3% | +36.9% |
| 3Y | +27.9% | +73.4% | -45.5% | -33.9% |
| All | +162.3% | +57.0% | +105.3% | +59.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling