+24.0%
VXUS vs OTIS
-19.2%
+43.3%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.3% | -0.6% |
| 7D | +0.3% | -2.2% | +2.4% | +0.6% |
| 30D | +0.7% | -4.3% | +5.0% | +1.3% |
| 3M | +4.8% | -2.2% | +6.9% | +4.9% |
| 6M | +11.3% | -19.9% | +31.2% | +14.6% |
| YTD | +16.5% | -19.3% | +35.8% | +19.7% |
| All | +24.0% | -19.2% | +43.3% | +26.1% |
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