+54.5%
OBK vs VT
+13.3%
+41.2%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -1.0% |
| 7D | -4.7% | -0.7% | -4.0% | -4.3% |
| 30D | +4.1% | -1.7% | +5.8% | +4.9% |
| 3M | +0.9% | -2.3% | +3.2% | +2.0% |
| 6M | +18.0% | +1.5% | +16.5% | +16.8% |
| YTD | +45.5% | +12.0% | +33.4% | +35.2% |
| 1Y | +54.5% | +12.9% | +41.6% | +43.0% |
| All | +54.5% | +13.3% | +41.2% | +43.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling