-32.2%
OTLK vs VT
+21.4%
-53.6%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.5% | -3.4% | -3.4% |
| 7D | +2.9% | +1.0% | +1.9% | +1.8% |
| 30D | -37.2% | -0.2% | -36.9% | -37.1% |
| 3M | -11.2% | +4.5% | -15.8% | -16.7% |
| 6M | +54.8% | +14.1% | +40.8% | +33.7% |
| YTD | -59.4% | +14.8% | -74.2% | -63.9% |
| 1Y | -32.2% | +21.2% | -53.4% | -49.4% |
| All | -32.2% | +21.4% | -53.6% | -49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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