+36.9%
VZ vs OTIS
+97.1%
-60.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.8% |
| 7D | +0.1% | -0.7% | +0.8% | +0.2% |
| 30D | +7.9% | -2.0% | +9.9% | +8.3% |
| 3M | +13.6% | +2.6% | +11.1% | +12.9% |
| 6M | +1.1% | -20.9% | +22.0% | +6.1% |
| YTD | +29.3% | -17.1% | +46.4% | +34.1% |
| 1Y | +21.2% | -15.9% | +37.1% | +25.3% |
| 3Y | +75.9% | -12.7% | +88.6% | +79.7% |
| 5Y | +24.1% | -15.7% | +39.8% | +26.1% |
| All | +36.9% | +97.1% | -60.2% | +19.7% |
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