-96.9%
OTLY price history and return analytics
+76.5%
-173.3%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | -0.1% |
| 7D | -9.7% | -1.1% | -8.6% | -7.9% |
| 30D | -3.3% | -1.0% | -2.4% | -1.8% |
| 3M | +54.8% | +3.2% | +51.7% | +44.7% |
| 6M | +19.3% | +12.5% | +6.9% | -5.6% |
| YTD | +18.9% | +14.1% | +4.8% | -7.3% |
| 1Y | -27.0% | +18.9% | -45.9% | -47.4% |
| 3Y | -37.7% | +74.1% | -111.8% | -79.5% |
| 5Y | -96.4% | +66.9% | -163.2% | -98.6% |
| All | -96.9% | +76.5% | -173.3% | -98.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling