+18.9%
VCIT vs OTIS
-0.5%
+19.4%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.6% |
| 7D | -1.4% | -3.0% | +1.6% | -1.2% |
| 30D | +0.8% | +14.0% | -13.2% | -0.1% |
| 3M | -1.7% | +4.9% | -6.7% | -2.1% |
| 6M | -2.1% | +5.4% | -7.4% | -2.5% |
| YTD | -2.0% | -10.2% | +8.2% | -1.5% |
| 1Y | -1.5% | -13.4% | +11.9% | -0.7% |
| All | +18.9% | -0.5% | +19.4% | +17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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