+575.2%
OBT vs VOO
+800.4%
-225.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.5% |
| 7D | +1.3% | +2.6% | -1.2% | +1.0% |
| 30D | +10.2% | -2.0% | +12.1% | +10.4% |
| 3M | +2.9% | -2.8% | +5.6% | +3.2% |
| 6M | +22.0% | +2.2% | +19.8% | +21.5% |
| YTD | +42.4% | +11.5% | +30.9% | +40.2% |
| 1Y | +56.1% | +13.5% | +42.6% | +53.4% |
| 3Y | +95.9% | +78.1% | +17.8% | +87.7% |
| 5Y | +136.7% | +73.1% | +63.5% | +126.2% |
| 10Y | +346.2% | +310.7% | +35.5% | +351.9% |
| All | +575.2% | +800.4% | -225.3% | +574.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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