-34.9%
VST vs OTIS
-9.8%
-25.1%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +3.9% | -17.7% | -12.8% |
| 7D | -15.7% | +9.5% | -25.2% | -13.9% |
| 30D | -17.0% | +21.1% | -38.1% | -14.6% |
| 3M | -15.9% | +9.0% | -24.9% | -14.2% |
| 6M | -25.0% | +6.4% | -31.4% | -24.0% |
| YTD | -25.1% | -7.1% | -18.0% | -23.8% |
| 1Y | -34.9% | -10.1% | -24.7% | -36.3% |
| All | -34.9% | -9.8% | -25.1% | -36.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling