+295.6%
OTTR vs VT
+346.0%
-50.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.2% | -2.1% |
| 7D | -13.2% | -2.3% | -10.9% | -11.6% |
| 30D | -10.9% | -5.0% | -6.0% | -7.4% |
| 3M | -15.2% | -4.9% | -10.3% | -11.9% |
| 6M | -10.6% | -1.5% | -9.1% | -10.0% |
| YTD | -1.0% | +8.5% | -9.5% | -8.1% |
| 1Y | -4.5% | +11.4% | -15.9% | -13.2% |
| 3Y | +3.4% | +70.1% | -66.7% | -33.4% |
| 5Y | +34.7% | +53.7% | -19.1% | -7.3% |
| 10Y | +204.3% | +220.0% | -15.6% | +18.9% |
| All | +295.6% | +346.0% | -50.4% | -5.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling