+79.8%
OBK price history and return analytics
+153.8%
-74.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.0% | +1.9% |
| 7D | -0.2% | -2.0% | +1.8% | +1.6% |
| 30D | +1.4% | -1.4% | +2.8% | +2.7% |
| 3M | +11.0% | +4.7% | +6.3% | +6.0% |
| 6M | +32.9% | +11.4% | +21.6% | +19.8% |
| YTD | +46.2% | +13.1% | +33.2% | +29.9% |
| 1Y | +46.2% | +19.0% | +27.2% | +23.7% |
| 3Y | +95.3% | +73.9% | +21.4% | +18.3% |
| 5Y | +47.2% | +65.4% | -18.2% | -7.2% |
| All | +79.8% | +153.8% | -74.0% | -23.1% |
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