-92.6%
OWLT vs VT
+59.8%
-152.3%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +1.1% | +4.8% | +4.4% |
| 7D | +1.5% | -0.7% | +2.2% | +2.7% |
| 30D | -0.4% | -1.7% | +1.3% | +2.5% |
| 3M | -15.4% | -2.3% | -13.1% | -12.1% |
| 6M | -24.8% | +1.5% | -26.4% | -25.9% |
| YTD | -71.6% | +12.0% | -83.6% | -74.9% |
| 1Y | -53.2% | +12.9% | -66.1% | -59.1% |
| 3Y | -8.0% | +74.9% | -82.9% | -52.3% |
| 5Y | -92.6% | +59.9% | -152.5% | -95.8% |
| All | -92.6% | +59.8% | -152.3% | -95.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling