+9.0%
OBE price history and return analytics
+229.8%
-220.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.9% | +0.8% |
| 7D | +9.7% | -1.1% | +10.8% | +11.1% |
| 30D | +24.6% | -1.0% | +25.6% | +25.8% |
| 3M | +18.9% | +3.2% | +15.7% | +13.5% |
| 6M | +49.8% | +12.5% | +37.3% | +26.9% |
| YTD | +111.6% | +14.1% | +97.5% | +76.5% |
| 1Y | +114.7% | +18.9% | +95.8% | +70.4% |
| 3Y | +74.1% | +74.1% | 0.0% | -13.3% |
| 5Y | +410.6% | +66.9% | +343.8% | +170.1% |
| All | +9.0% | +229.8% | -220.8% | -75.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling