-38.2%
OTLY vs VT
+74.2%
-112.4%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.1% | -6.0% |
| 7D | -13.5% | -0.1% | -13.3% | -13.3% |
| 30D | -3.9% | -0.7% | -3.2% | -3.2% |
| 3M | +51.2% | +4.0% | +47.2% | +42.7% |
| 6M | +16.2% | +12.3% | +3.9% | -1.9% |
| YTD | +18.0% | +14.0% | +3.9% | -1.3% |
| 1Y | -27.8% | +20.3% | -48.1% | -43.6% |
| All | -38.2% | +74.2% | -112.4% | -79.4% |
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 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