-61.8%
OTLK vs VOO
+14.7%
-76.5%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | -1.3% |
| 7D | -15.2% | -0.7% | -14.5% | -14.5% |
| 30D | -22.5% | -1.1% | -21.4% | -21.3% |
| 3M | -51.9% | -0.3% | -51.5% | -51.4% |
| 6M | +75.7% | +7.4% | +68.3% | +64.6% |
| YTD | -70.8% | +13.4% | -84.1% | -74.1% |
| 1Y | -61.8% | +14.8% | -76.6% | -64.8% |
| All | -61.8% | +14.7% | -76.5% | -64.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling