+165.5%
VXUS vs OTIS
+114.5%
+51.0%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.2% |
| 7D | +2.1% | -1.8% | +4.0% | +2.7% |
| 30D | -1.1% | +12.1% | -13.3% | -4.6% |
| 3M | -5.6% | +6.8% | -12.4% | -7.7% |
| 6M | -2.3% | +7.1% | -9.4% | -4.7% |
| YTD | +10.4% | -9.8% | +20.1% | +13.2% |
| 1Y | +13.1% | -12.6% | +25.7% | +17.1% |
| 3Y | +68.0% | +0.1% | +67.9% | +64.2% |
| 5Y | +45.8% | -1.7% | +47.5% | +40.8% |
| All | +165.5% | +114.5% | +51.0% | +122.9% |
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