+71.4%
OTIS vs VOO
+253.1%
-181.7%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.1% | -1.2% |
| 7D | -0.8% | +0.5% | -1.3% | -1.1% |
| 30D | -4.7% | -0.9% | -3.8% | -4.1% |
| 3M | +1.2% | +3.9% | -2.7% | -1.6% |
| 6M | -20.5% | +14.5% | -35.1% | -28.0% |
| YTD | -18.4% | +13.0% | -31.4% | -25.5% |
| 1Y | -18.1% | +19.4% | -37.5% | -28.3% |
| 3Y | -10.6% | +78.9% | -89.4% | -43.3% |
| 5Y | -16.1% | +82.3% | -98.4% | -47.8% |
| All | +71.4% | +253.1% | -181.7% | -29.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling