+29.6%
OTTR vs VT
+57.0%
-27.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.8% |
| 7D | -2.4% | +2.4% | -4.8% | -3.8% |
| 30D | -14.4% | -1.5% | -12.9% | -13.6% |
| 3M | -17.1% | -4.1% | -12.9% | -15.1% |
| 6M | -13.2% | +0.6% | -13.8% | -13.8% |
| YTD | -3.4% | +11.0% | -14.5% | -10.1% |
| 1Y | -7.6% | +13.3% | -21.0% | -15.2% |
| 3Y | +6.8% | +73.4% | -66.6% | -25.6% |
| All | +29.6% | +57.0% | -27.4% | -6.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling