-94.9%
OTLK vs VT
+74.0%
-168.9%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.3% | -5.8% | -5.8% |
| 7D | -5.3% | +2.4% | -7.6% | -7.7% |
| 30D | -12.1% | -1.5% | -10.6% | -10.1% |
| 3M | -53.5% | -4.1% | -49.4% | -50.7% |
| 6M | +79.6% | +0.6% | +79.0% | +79.6% |
| YTD | -73.9% | +11.0% | -84.9% | -76.7% |
| 1Y | -71.9% | +13.3% | -85.3% | -75.6% |
| 3Y | -94.9% | +73.4% | -168.3% | -97.8% |
| All | -94.9% | +74.0% | -168.9% | -97.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling