+139.9%
OBT vs VT
+57.0%
+82.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.6% |
| 7D | +1.3% | +2.4% | -1.0% | -0.2% |
| 30D | +10.2% | -1.5% | +11.7% | +11.0% |
| 3M | +2.9% | -4.1% | +7.0% | +5.4% |
| 6M | +22.0% | +0.6% | +21.4% | +20.8% |
| YTD | +42.4% | +11.0% | +31.4% | +31.8% |
| 1Y | +56.1% | +13.3% | +42.7% | +42.5% |
| 3Y | +95.9% | +73.4% | +22.5% | +46.3% |
| All | +139.9% | +57.0% | +82.9% | +93.0% |
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