+39.8%
OVBC vs VT
+15.2%
+24.6%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | +0.1% |
| 7D | +2.8% | -0.3% | +3.1% | +2.9% |
| 30D | +10.4% | -1.4% | +11.8% | +10.8% |
| 3M | +15.1% | -1.4% | +16.5% | +15.5% |
| 6M | +12.6% | +5.5% | +7.1% | +10.2% |
| YTD | +25.5% | +12.8% | +12.7% | +19.6% |
| 1Y | +39.8% | +15.4% | +24.3% | +33.4% |
| All | +39.8% | +15.2% | +24.6% | +33.4% |
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