+344.5%
OBT vs VT
+223.7%
+120.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | +0.4% |
| 7D | -0.6% | +0.4% | -0.9% | -0.7% |
| 30D | +8.0% | -2.6% | +10.6% | +8.6% |
| 3M | +3.8% | -3.2% | +7.0% | +4.5% |
| 6M | +16.1% | +0.9% | +15.1% | +15.6% |
| YTD | +41.9% | +11.3% | +30.6% | +38.3% |
| 1Y | +54.9% | +14.0% | +40.9% | +50.1% |
| 3Y | +106.0% | +75.8% | +30.2% | +90.7% |
| 5Y | +128.4% | +57.8% | +70.5% | +109.3% |
| 10Y | +344.5% | +219.8% | +124.7% | +365.1% |
| All | +344.5% | +223.7% | +120.9% | +365.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling