-62.0%
OTLK price history and return analytics
+13.3%
-75.3%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -2.0% | -2.0% |
| 7D | -13.2% | -1.6% | -11.6% | -11.5% |
| 30D | -22.4% | -2.5% | -19.9% | -19.8% |
| 3M | -49.6% | -1.3% | -48.3% | -48.4% |
| 6M | +75.6% | +3.1% | +72.5% | +71.7% |
| YTD | -70.9% | +10.9% | -81.8% | -69.1% |
| All | -62.0% | +13.3% | -75.3% | -56.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling