-45.6%
OTLY vs VT
+13.3%
-58.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.8% | +2.8% |
| 7D | -32.5% | -1.6% | -30.9% | -31.5% |
| 30D | -24.8% | -2.5% | -22.3% | -23.1% |
| 3M | -47.1% | -1.3% | -45.8% | -46.6% |
| 6M | -28.2% | +3.1% | -31.3% | -33.8% |
| YTD | -25.8% | +10.9% | -36.8% | -39.8% |
| All | -45.6% | +13.3% | -58.9% | -57.6% |
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