+17.3%
OBIL price history and return analytics
+90.9%
-73.6%
-0.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | -0.1% |
| 7D | -0.1% | -2.0% | +1.9% | -0.1% |
| 30D | +0.1% | -1.4% | +1.5% | +0.1% |
| 3M | +0.7% | +4.7% | -4.0% | +0.7% |
| 6M | +1.4% | +11.4% | -10.0% | +1.4% |
| YTD | +1.9% | +13.1% | -11.1% | +2.0% |
| 1Y | +3.2% | +19.0% | -15.8% | +3.3% |
| 3Y | +13.8% | +73.9% | -60.2% | +14.1% |
| All | +17.3% | +90.9% | -73.6% | +17.9% |
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 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