-90.1%
OWLS price history and return analytics
+18.3%
-108.4%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | 0.0% | +3.8% | +3.8% |
| 7D | +0.4% | +0.4% | -0.1% | +0.1% |
| 30D | +0.9% | +1.0% | -0.1% | +0.4% |
| 3M | -7.7% | +2.4% | -10.1% | -9.1% |
| 6M | -10.0% | +12.0% | -22.0% | -16.7% |
| YTD | -18.0% | +15.3% | -33.3% | -27.1% |
| All | -90.1% | +18.3% | -108.4% | -91.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling