+114.7%
OBE price history and return analytics
+19.6%
+95.1%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.9% | +1.7% |
| 7D | +9.7% | -1.1% | +10.8% | +9.8% |
| 30D | +24.6% | -1.0% | +25.6% | +24.7% |
| 3M | +18.9% | +3.2% | +15.7% | +17.8% |
| 6M | +49.8% | +12.5% | +37.3% | +44.9% |
| YTD | +111.6% | +14.1% | +97.5% | +101.9% |
| 1Y | +114.7% | +18.9% | +95.8% | +100.5% |
| All | +114.7% | +19.6% | +95.1% | +100.5% |
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