+13.5%
VT vs OTIS
-13.1%
+26.6%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +2.0% | +0.2% |
| 7D | -1.6% | +3.5% | -5.1% | -1.9% |
| 30D | -2.5% | +19.9% | -22.4% | -4.4% |
| 3M | -1.3% | +7.1% | -8.4% | -1.9% |
| 6M | +3.1% | +0.9% | +2.2% | +3.4% |
| YTD | +10.9% | -10.6% | +21.5% | +12.4% |
| All | +13.5% | -13.1% | +26.6% | +15.6% |
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 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