+26.0%
OBK vs VT
+53.2%
-27.2%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -4.1% | -0.5% | -1.2% |
| 7D | +3.6% | -4.2% | +7.7% | +7.3% |
| 30D | +2.3% | -5.8% | +8.1% | +7.5% |
| 3M | -1.0% | -5.2% | +4.2% | +3.4% |
| 6M | +16.0% | +0.1% | +15.9% | +15.1% |
| YTD | +45.6% | +8.2% | +37.4% | +34.7% |
| 1Y | +55.1% | +10.1% | +45.0% | +41.2% |
| 3Y | +75.7% | +69.7% | +6.0% | +12.3% |
| 5Y | +26.0% | +53.4% | -27.4% | -12.3% |
| All | +26.0% | +53.2% | -27.2% | -12.3% |
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