+76.4%
OBK vs VT
+143.5%
-67.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.7% |
| 7D | +1.1% | -2.3% | +3.4% | +3.3% |
| 30D | +1.8% | -5.0% | +6.7% | +6.4% |
| 3M | -0.9% | -4.9% | +4.0% | +3.5% |
| 6M | +13.8% | -1.5% | +15.3% | +14.7% |
| YTD | +43.5% | +8.5% | +35.0% | +32.1% |
| 1Y | +54.2% | +11.4% | +42.8% | +38.5% |
| 3Y | +73.1% | +70.1% | +3.0% | +6.7% |
| 5Y | +24.1% | +53.7% | -29.6% | -16.4% |
| All | +76.4% | +143.5% | -67.1% | -21.7% |
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