-96.9%
OTLY vs VOO
+99.9%
-196.7%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +0.1% |
| 7D | -9.7% | -0.8% | -9.0% | -8.6% |
| 30D | -3.3% | -1.1% | -2.3% | -1.8% |
| 3M | +54.8% | +3.9% | +50.9% | +44.3% |
| 6M | +19.3% | +13.6% | +5.7% | -4.1% |
| YTD | +18.9% | +12.7% | +6.2% | -2.3% |
| 1Y | -27.0% | +17.6% | -44.6% | -44.0% |
| 3Y | -37.7% | +77.3% | -115.0% | -77.5% |
| 5Y | -96.4% | +84.1% | -180.5% | -98.7% |
| All | -96.9% | +99.9% | -196.7% | -98.7% |
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