+16.0%
VEEV vs OTIS
-13.8%
+29.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.0% | +2.1% | +0.6% |
| 7D | -8.2% | -5.0% | -3.2% | -6.9% |
| 30D | +10.3% | -6.5% | +16.8% | +12.4% |
| 3M | +59.4% | -2.0% | +61.3% | +60.3% |
| 6M | +37.6% | -20.2% | +57.8% | +46.6% |
| YTD | +16.9% | -21.0% | +37.9% | +24.9% |
| 1Y | -5.0% | -20.9% | +15.9% | +1.2% |
| All | +16.0% | -13.8% | +29.8% | +8.9% |
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 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