+73.0%
VT vs OTIS
+0.8%
+72.2%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.3% |
| 7D | -0.1% | +1.7% | -1.8% | -0.5% |
| 30D | -3.1% | +18.5% | -21.5% | -6.9% |
| 3M | -3.5% | +7.9% | -11.4% | -5.3% |
| 6M | +0.5% | +5.7% | -5.2% | -1.0% |
| YTD | +10.8% | -9.1% | +19.8% | +13.3% |
| 1Y | +11.9% | -11.6% | +23.5% | +15.4% |
| All | +73.0% | +0.8% | +72.2% | +63.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling