+974.5%
VST vs OTIS
+118.0%
+856.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.2% | +7.5% | +7.4% |
| 7D | -0.5% | +0.5% | -1.0% | -0.8% |
| 30D | -17.1% | +19.4% | -36.5% | -21.6% |
| 3M | -4.6% | +7.1% | -11.7% | -7.0% |
| 6M | -9.1% | +6.6% | -15.6% | -11.4% |
| YTD | -16.6% | -8.3% | -8.3% | -15.2% |
| 1Y | -29.5% | -11.6% | -17.9% | -27.5% |
| 3Y | +297.5% | +3.1% | +294.4% | +276.6% |
| 5Y | +654.5% | +2.5% | +652.1% | +603.1% |
| All | +974.5% | +118.0% | +856.5% | +691.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling