-24.9%
OTLK vs VOO
+20.9%
-45.8%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +3.2% |
| 7D | +3.4% | +0.1% | +3.3% | +3.3% |
| 30D | -35.2% | +0.1% | -35.3% | -35.3% |
| 3M | -16.1% | +2.0% | -18.1% | -17.9% |
| 6M | +51.9% | +13.0% | +38.9% | +27.9% |
| YTD | -57.8% | +13.6% | -71.4% | -64.5% |
| 1Y | -24.9% | +20.1% | -45.0% | -43.2% |
| All | -24.9% | +20.9% | -45.8% | -43.2% |
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 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