-99.9%
OTLK vs VOO
+332.8%
-432.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +3.1% |
| 7D | +1.8% | -2.0% | +3.8% | +3.4% |
| 30D | -41.5% | -1.7% | -39.8% | -40.8% |
| 3M | -25.7% | +4.7% | -30.5% | -28.6% |
| 6M | +48.5% | +12.6% | +36.0% | +35.7% |
| YTD | -58.2% | +11.8% | -69.9% | -61.6% |
| 1Y | -33.9% | +17.5% | -51.4% | -41.6% |
| 3Y | -83.8% | +77.0% | -160.8% | -89.4% |
| 5Y | -98.7% | +82.6% | -181.3% | -99.2% |
| 10Y | -99.9% | +320.0% | -419.9% | -100.0% |
| All | -99.9% | +332.8% | -432.7% | -100.0% |
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