-90.4%
OBE vs VT
+374.2%
-464.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +3.9% | +0.4% | +3.4% | +3.2% |
| 30D | +30.2% | +1.0% | +29.2% | +28.4% |
| 3M | -2.6% | +2.4% | -4.9% | -6.2% |
| 6M | +39.4% | +12.0% | +27.4% | +17.9% |
| YTD | +92.8% | +15.3% | +77.5% | +57.5% |
| 1Y | +95.7% | +22.6% | +73.1% | +48.1% |
| 3Y | +61.3% | +74.7% | -13.4% | -21.5% |
| 5Y | +328.3% | +66.1% | +262.1% | +123.9% |
| 10Y | +2.3% | +225.0% | -222.7% | -75.7% |
| All | -90.4% | +374.2% | -464.6% | -98.7% |
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 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