-96.1%
OWLS price history and return analytics
+11.2%
-107.3%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.2% |
| 7D | -11.0% | -2.3% | -8.7% | -8.7% |
| 30D | -59.9% | -5.0% | -54.9% | -57.6% |
| 3M | -59.3% | -4.9% | -54.4% | -56.9% |
| 6M | -63.8% | -1.5% | -62.3% | -62.7% |
| YTD | -67.4% | +8.5% | -75.8% | -69.2% |
| 1Y | -76.9% | +11.4% | -88.3% | -79.5% |
| All | -96.1% | +11.2% | -107.3% | -96.6% |
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