-81.6%
OLB vs VT
+10.5%
-92.1%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.2% | +5.2% | +5.1% |
| 7D | -20.8% | -2.3% | -18.5% | -18.0% |
| 30D | -52.7% | -5.0% | -47.7% | -49.3% |
| 3M | -37.9% | -4.9% | -33.0% | -33.2% |
| 6M | -64.2% | -1.5% | -62.7% | -62.6% |
| YTD | -70.4% | +8.5% | -78.9% | -72.4% |
| 1Y | -81.6% | +11.4% | -92.9% | -84.0% |
| All | -81.6% | +10.5% | -92.1% | -84.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling