+77.7%
VEEV vs OTIS
+91.3%
-13.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.2% | -0.1% |
| 7D | -4.6% | -3.0% | -1.6% | -3.5% |
| 30D | +8.6% | -6.0% | +14.7% | +11.1% |
| 3M | +62.4% | -0.9% | +63.3% | +62.9% |
| 6M | +40.3% | -17.3% | +57.6% | +49.9% |
| YTD | +17.5% | -19.6% | +37.1% | +26.8% |
| 1Y | -6.1% | -21.0% | +14.9% | +1.8% |
| 3Y | +16.7% | -12.1% | +28.8% | +18.7% |
| 5Y | -13.3% | -17.1% | +3.7% | -12.9% |
| All | +77.7% | +91.3% | -13.5% | +55.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling