+104.1%
OVBC vs VT
+57.9%
+46.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | +3.5% | -1.6% | +5.2% | +3.9% |
| 30D | +10.0% | -2.5% | +12.4% | +10.5% |
| 3M | +15.0% | -1.3% | +16.3% | +15.3% |
| 6M | +10.0% | +3.1% | +6.9% | +9.1% |
| YTD | +24.8% | +10.9% | +13.8% | +21.7% |
| 1Y | +41.4% | +12.1% | +29.3% | +37.6% |
| 3Y | +136.9% | +73.9% | +63.0% | +112.9% |
| All | +104.1% | +57.9% | +46.3% | +90.7% |
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