-18.2%
OWL price history and return analytics
+57.5%
-75.7%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.5% |
| 7D | +1.1% | -0.1% | +1.2% | +1.5% |
| 30D | +10.0% | -3.1% | +13.1% | +15.9% |
| 3M | -8.7% | -3.5% | -5.2% | -2.9% |
| 6M | +3.1% | +0.5% | +2.7% | +2.9% |
| YTD | -25.6% | +10.8% | -36.4% | -36.9% |
| 1Y | -25.5% | +11.9% | -37.4% | -37.8% |
| 3Y | -9.4% | +73.0% | -82.4% | -62.0% |
| 5Y | -18.2% | +58.6% | -76.8% | -61.2% |
| All | -18.2% | +57.5% | -75.7% | -61.2% |
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 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