+244.3%
VTI vs OTIS
+91.3%
+153.0%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | +0.2% |
| 7D | -0.9% | -3.0% | +2.1% | +0.2% |
| 30D | -1.4% | -6.0% | +4.6% | +0.8% |
| 3M | +3.6% | -0.9% | +4.5% | +3.6% |
| 6M | +13.6% | -17.3% | +30.9% | +21.5% |
| YTD | +12.9% | -19.6% | +32.5% | +21.6% |
| 1Y | +17.2% | -21.0% | +38.2% | +27.0% |
| 3Y | +75.7% | -12.1% | +87.8% | +78.5% |
| 5Y | +75.4% | -17.1% | +92.5% | +77.6% |
| All | +244.3% | +91.3% | +153.0% | +184.7% |
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