-92.0%
OBE price history and return analytics
+356.5%
-448.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +2.0% |
| 7D | +2.3% | +2.4% | -0.1% | -0.8% |
| 30D | -14.1% | -1.5% | -12.6% | -13.3% |
| 3M | -5.3% | -4.1% | -1.1% | -1.7% |
| 6M | -24.0% | +0.6% | -24.5% | -26.3% |
| YTD | +61.3% | +11.0% | +50.3% | +36.3% |
| 1Y | +62.7% | +13.3% | +49.3% | +33.7% |
| 3Y | +27.9% | +73.4% | -45.5% | -37.8% |
| 5Y | +164.4% | +57.4% | +107.0% | +45.4% |
| 10Y | -7.7% | +221.7% | -229.4% | -78.2% |
| All | -92.0% | +356.5% | -448.5% | -98.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling