+344.2%
OBT price history and return analytics
+224.4%
+119.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.7% |
| 7D | -1.4% | -0.7% | -0.7% | -1.3% |
| 30D | +6.8% | -1.7% | +8.6% | +7.2% |
| 3M | +3.3% | -2.3% | +5.6% | +3.8% |
| 6M | +19.3% | +1.5% | +17.8% | +18.7% |
| YTD | +41.8% | +12.0% | +29.7% | +38.0% |
| 1Y | +55.8% | +12.9% | +42.9% | +51.4% |
| 3Y | +99.0% | +74.9% | +24.0% | +83.9% |
| 5Y | +135.6% | +59.9% | +75.7% | +115.7% |
| 10Y | +344.2% | +224.6% | +119.6% | +365.6% |
| All | +344.2% | +224.4% | +119.9% | +365.6% |
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