+12.4%
VT vs OTIS
-11.3%
+23.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.6% |
| 7D | +0.4% | +0.5% | -0.1% | +0.3% |
| 30D | -2.6% | +19.4% | -22.0% | -4.3% |
| 3M | -3.2% | +7.1% | -10.3% | -3.7% |
| 6M | +0.9% | +6.6% | -5.6% | +0.6% |
| YTD | +11.3% | -8.3% | +19.6% | +12.5% |
| All | +12.4% | -11.3% | +23.7% | +14.1% |
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