-66.1%
OWLT vs VT
+11.9%
-78.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -25.5% | -0.3% | -25.3% | -25.0% |
| 7D | -17.5% | +2.4% | -19.9% | -20.8% |
| 30D | -22.0% | -1.5% | -20.5% | -19.3% |
| 3M | -45.1% | -4.1% | -41.0% | -40.1% |
| 6M | -38.8% | +0.6% | -39.3% | -39.2% |
| YTD | -78.8% | +11.0% | -89.8% | -81.6% |
| 1Y | -66.1% | +13.3% | -79.5% | -70.2% |
| All | -66.1% | +11.9% | -78.1% | -70.2% |
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