+29.3%
OWL price history and return analytics
+94.5%
-65.2%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.1% | -2.6% |
| 7D | -11.9% | -2.0% | -9.9% | -9.0% |
| 30D | -13.7% | -1.4% | -12.3% | -11.6% |
| 3M | +12.3% | +4.7% | +7.5% | +5.0% |
| 6M | +15.0% | +11.4% | +3.7% | -2.4% |
| YTD | -25.7% | +13.1% | -38.8% | -38.2% |
| 1Y | -39.5% | +19.0% | -58.5% | -53.5% |
| 3Y | +0.9% | +73.9% | -73.0% | -54.9% |
| 5Y | -16.5% | +65.4% | -81.9% | -61.2% |
| All | +29.3% | +94.5% | -65.2% | -45.8% |
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 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