+22.0%
VZ vs OTIS
-18.7%
+40.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -1.1% |
| 7D | -1.0% | -2.2% | +1.2% | -0.5% |
| 30D | +5.8% | -4.3% | +10.1% | +6.6% |
| 3M | +10.5% | -2.2% | +12.7% | +11.0% |
| 6M | +1.8% | -19.9% | +21.7% | +4.4% |
| YTD | +28.3% | -19.3% | +47.6% | +30.9% |
| 1Y | +22.0% | -19.6% | +41.5% | +23.1% |
| All | +22.0% | -18.7% | +40.7% | +23.1% |
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