+84.5%
VTR vs OTIS
-17.8%
+102.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.3% | -1.2% |
| 7D | -0.3% | -3.0% | +2.7% | +0.8% |
| 30D | +1.1% | -6.0% | +7.1% | +3.4% |
| 3M | +7.9% | -0.9% | +8.8% | +8.0% |
| 6M | +6.2% | -17.3% | +23.5% | +13.6% |
| YTD | +17.7% | -19.6% | +37.3% | +26.8% |
| 1Y | +32.9% | -21.0% | +53.9% | +43.9% |
| 3Y | +129.7% | -12.1% | +141.8% | +128.0% |
| All | +84.5% | -17.8% | +102.3% | +75.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling