+553.1%
OBT vs VOO
+817.1%
-264.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.4% |
| 7D | +2.1% | +0.1% | +2.0% | +2.1% |
| 30D | 0.0% | +0.1% | 0.0% | 0.0% |
| 3M | +14.2% | +2.0% | +12.2% | +13.9% |
| 6M | +18.5% | +13.0% | +5.4% | +16.5% |
| YTD | +37.7% | +13.6% | +24.2% | +35.4% |
| 1Y | +47.6% | +20.1% | +27.5% | +44.0% |
| 3Y | +71.6% | +77.6% | -6.0% | +64.0% |
| 5Y | +145.4% | +82.4% | +63.0% | +134.6% |
| 10Y | +333.2% | +316.8% | +16.4% | +337.8% |
| All | +553.1% | +817.1% | -264.0% | +550.7% |
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