+460.6%
OBT vs VT
+345.0%
+115.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.1% | +2.7% | -1.0% |
| 7D | +3.3% | -4.2% | +7.5% | +3.7% |
| 30D | +6.3% | -5.8% | +12.1% | +6.8% |
| 3M | +3.0% | -5.2% | +8.2% | +3.5% |
| 6M | +17.9% | +0.1% | +17.8% | +17.9% |
| YTD | +41.8% | +8.2% | +33.6% | +40.8% |
| 1Y | +57.2% | +10.1% | +47.0% | +55.8% |
| 3Y | +92.7% | +69.7% | +23.0% | +87.6% |
| 5Y | +132.6% | +53.4% | +79.3% | +126.0% |
| 10Y | +343.8% | +219.2% | +124.6% | +340.1% |
| All | +460.6% | +345.0% | +115.6% | +470.3% |
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