+317.9%
OBT price history and return analytics
+222.7%
+95.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.6% |
| 7D | +0.8% | -0.1% | +1.0% | +0.9% |
| 30D | -0.6% | -0.7% | +0.1% | -0.4% |
| 3M | +7.3% | +4.0% | +3.3% | +6.3% |
| 6M | +21.8% | +12.3% | +9.5% | +18.5% |
| YTD | +34.8% | +14.0% | +20.8% | +30.8% |
| 1Y | +48.4% | +20.3% | +28.1% | +42.3% |
| 3Y | +74.5% | +75.4% | -0.9% | +60.7% |
| 5Y | +147.1% | +66.0% | +81.2% | +126.1% |
| 10Y | +317.9% | +228.2% | +89.7% | +319.2% |
| All | +317.9% | +222.7% | +95.3% | +319.2% |
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