-95.5%
OWLS price history and return analytics
+14.1%
-109.6%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.9% | +2.6% | +12.3% | +11.8% |
| 7D | +8.9% | +0.4% | +8.5% | +8.6% |
| 30D | -53.3% | -2.6% | -50.7% | -51.9% |
| 3M | -53.4% | -3.2% | -50.2% | -51.9% |
| 6M | -58.0% | +0.9% | -59.0% | -57.8% |
| YTD | -62.5% | +11.3% | -73.8% | -65.5% |
| 1Y | -72.2% | +14.0% | -86.2% | -75.7% |
| All | -95.5% | +14.1% | -109.6% | -96.2% |
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 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