+53.5%
ONBPO price history and return analytics
+136.7%
-83.2%
-23.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | -0.3% | -0.1% | -0.1% | -0.3% |
| 30D | +0.2% | -0.7% | +0.9% | +0.3% |
| 3M | +1.4% | +4.0% | -2.6% | +0.7% |
| 6M | +3.1% | +12.3% | -9.2% | +1.0% |
| YTD | +4.2% | +14.0% | -9.9% | +1.8% |
| 1Y | +6.2% | +20.3% | -14.1% | +2.8% |
| 3Y | +31.4% | +75.4% | -44.0% | +18.3% |
| 5Y | +23.8% | +66.0% | -42.1% | +11.5% |
| All | +53.5% | +136.7% | -83.2% | +36.5% |
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