+77.3%
VOO vs OTIS
-12.3%
+89.6%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -0.9% | +0.4% |
| 7D | -0.8% | -3.0% | +2.2% | 0.0% |
| 30D | -1.1% | -6.0% | +4.9% | +0.4% |
| 3M | +3.9% | -0.9% | +4.8% | +3.9% |
| 6M | +13.6% | -17.3% | +31.0% | +19.1% |
| YTD | +12.7% | -19.6% | +32.3% | +18.7% |
| 1Y | +17.6% | -21.0% | +38.6% | +24.4% |
| 3Y | +77.3% | -12.1% | +89.4% | +69.8% |
| All | +77.3% | -12.3% | +89.6% | +69.8% |
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