+183.5%
VXUS vs OTIS
+97.1%
+86.4%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | +1.0% | -0.7% | +1.8% | +1.2% |
| 30D | +2.2% | -2.0% | +4.2% | +2.8% |
| 3M | +3.0% | +2.6% | +0.4% | +1.9% |
| 6M | +10.7% | -20.9% | +31.6% | +18.7% |
| YTD | +17.8% | -17.1% | +34.9% | +24.3% |
| 1Y | +27.6% | -15.9% | +43.5% | +33.7% |
| 3Y | +73.3% | -12.7% | +86.0% | +77.1% |
| 5Y | +54.3% | -15.7% | +70.1% | +55.5% |
| All | +183.5% | +97.1% | +86.4% | +144.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling