+80.5%
OBK vs VT
+158.9%
-78.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.3% | +0.3% |
| 7D | +2.3% | +0.4% | +1.9% | +1.9% |
| 30D | -0.2% | +1.0% | -1.2% | -1.1% |
| 3M | +13.8% | +2.4% | +11.4% | +10.9% |
| 6M | +30.7% | +12.0% | +18.7% | +17.2% |
| YTD | +46.8% | +15.3% | +31.5% | +28.1% |
| 1Y | +41.9% | +22.6% | +19.3% | +16.9% |
| 3Y | +84.4% | +74.7% | +9.7% | +11.3% |
| 5Y | +44.2% | +66.1% | -21.9% | -9.4% |
| All | +80.5% | +158.9% | -78.3% | -24.1% |
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