-13.6%
OTIS vs VOO
+75.9%
-89.5%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.7% |
| 7D | -5.0% | -2.0% | -3.0% | -4.0% |
| 30D | -6.5% | -1.7% | -4.8% | -5.7% |
| 3M | -2.0% | +4.7% | -6.7% | -4.3% |
| 6M | -20.2% | +12.6% | -32.7% | -25.1% |
| YTD | -21.0% | +11.8% | -32.7% | -25.7% |
| 1Y | -20.9% | +17.5% | -38.4% | -27.8% |
| All | -13.6% | +75.9% | -89.5% | -42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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