+79.4%
VEEV vs OTIS
+93.9%
-14.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.6% | -2.1% | -3.1% |
| 7D | -5.2% | -0.8% | -4.4% | -4.9% |
| 30D | +14.9% | -4.7% | +19.7% | +16.9% |
| 3M | +58.4% | +1.2% | +57.1% | +57.6% |
| 6M | +35.5% | -20.5% | +56.0% | +47.1% |
| YTD | +18.6% | -18.4% | +37.1% | +27.4% |
| 1Y | -6.3% | -18.1% | +11.7% | +0.2% |
| 3Y | +20.2% | -10.6% | +30.8% | +21.6% |
| 5Y | -13.8% | -16.1% | +2.3% | -13.8% |
| All | +79.4% | +93.9% | -14.5% | +56.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling