-92.2%
OBE vs VT
+346.0%
-438.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.2% | +4.4% | +4.4% |
| 7D | -18.1% | -2.3% | -15.7% | -16.1% |
| 30D | -9.0% | -5.0% | -4.1% | -3.9% |
| 3M | +0.9% | -4.9% | +5.8% | +6.0% |
| 6M | -24.9% | -1.5% | -23.4% | -25.2% |
| YTD | +57.7% | +8.5% | +49.3% | +37.5% |
| 1Y | +70.8% | +11.4% | +59.5% | +43.9% |
| 3Y | +13.6% | +70.1% | -56.4% | -43.3% |
| 5Y | +143.0% | +53.7% | +89.2% | +37.9% |
| 10Y | -11.4% | +220.0% | -231.4% | -78.9% |
| All | -92.2% | +346.0% | -438.2% | -98.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling