-97.0%
OLB price history and return analytics
+69.7%
-166.8%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.2% | +5.2% | +5.1% |
| 7D | -20.8% | -2.3% | -18.5% | -18.1% |
| 30D | -52.7% | -5.0% | -47.7% | -49.3% |
| 3M | -37.9% | -4.9% | -33.0% | -33.2% |
| 6M | -64.2% | -1.5% | -62.7% | -63.1% |
| YTD | -70.4% | +8.5% | -78.9% | -73.1% |
| 1Y | -81.6% | +11.4% | -92.9% | -83.8% |
| 3Y | -97.0% | +70.1% | -167.1% | -98.3% |
| All | -97.0% | +69.7% | -166.8% | -98.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling