+455.5%
OBT price history and return analytics
+346.0%
+109.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | +2.1% | -2.3% | +4.4% | +2.3% |
| 30D | +6.5% | -5.0% | +11.5% | +7.0% |
| 3M | +3.4% | -4.9% | +8.3% | +3.8% |
| 6M | +15.0% | -1.5% | +16.6% | +15.1% |
| YTD | +40.5% | +8.5% | +32.0% | +39.5% |
| 1Y | +58.7% | +11.4% | +47.4% | +57.2% |
| 3Y | +94.3% | +70.1% | +24.3% | +89.2% |
| 5Y | +130.5% | +53.7% | +76.8% | +123.9% |
| 10Y | +339.8% | +220.0% | +119.9% | +336.1% |
| All | +455.5% | +346.0% | +109.5% | +465.0% |
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