+250.1%
VOO vs OTIS
+93.9%
+156.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.1% | 0.0% |
| 7D | +0.5% | -0.8% | +1.3% | +0.8% |
| 30D | -0.9% | -4.7% | +3.8% | +0.7% |
| 3M | +3.9% | +1.2% | +2.7% | +3.1% |
| 6M | +14.5% | -20.5% | +35.1% | +24.0% |
| YTD | +13.0% | -18.4% | +31.4% | +20.8% |
| 1Y | +19.4% | -18.1% | +37.5% | +27.2% |
| 3Y | +78.9% | -10.6% | +89.4% | +80.3% |
| 5Y | +82.3% | -16.1% | +98.4% | +83.4% |
| All | +250.1% | +93.9% | +156.2% | +189.4% |
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 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