+69.1%
OTIS price history and return analytics
+221.1%
-152.0%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.9% | +1.1% |
| 7D | -3.0% | -1.1% | -1.9% | -2.1% |
| 30D | -6.0% | -1.0% | -5.0% | -5.3% |
| 3M | -0.9% | +3.2% | -4.0% | -3.3% |
| 6M | -17.3% | +12.5% | -29.8% | -24.7% |
| YTD | -19.6% | +14.1% | -33.6% | -27.7% |
| 1Y | -21.0% | +18.9% | -39.9% | -31.4% |
| 3Y | -12.1% | +74.1% | -86.2% | -44.4% |
| 5Y | -17.1% | +66.9% | -83.9% | -46.2% |
| All | +69.1% | +221.1% | -152.0% | -28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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