-96.0%
OWLS price history and return analytics
+14.9%
-110.9%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -2.3% |
| 7D | -6.0% | -0.7% | -5.3% | -5.3% |
| 30D | -58.6% | -1.7% | -56.9% | -57.8% |
| 3M | -59.6% | -2.3% | -57.3% | -58.6% |
| 6M | -63.2% | +1.5% | -64.7% | -63.3% |
| YTD | -67.1% | +12.0% | -79.1% | -69.9% |
| 1Y | -75.6% | +12.9% | -88.5% | -77.3% |
| All | -96.0% | +14.9% | -110.9% | -96.7% |
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