-99.9%
OTLK price history and return analytics
+229.8%
-329.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.0% | -0.9% |
| 7D | -1.0% | -1.1% | +0.1% | -0.1% |
| 30D | -40.0% | -1.0% | -39.0% | -39.5% |
| 3M | -40.0% | +3.2% | -43.2% | -41.9% |
| 6M | +52.1% | +12.5% | +39.6% | +37.9% |
| YTD | -58.2% | +14.1% | -72.3% | -62.8% |
| 1Y | -39.4% | +18.9% | -58.4% | -48.1% |
| 3Y | -84.4% | +74.1% | -158.5% | -90.3% |
| 5Y | -98.7% | +66.9% | -165.5% | -99.1% |
| All | -99.9% | +229.8% | -329.7% | -100.0% |
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