-96.5%
OWLT price history and return analytics
+110.3%
-206.8%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.6% | -2.5% |
| 7D | -6.8% | -2.0% | -4.8% | -4.5% |
| 30D | -13.8% | -1.4% | -12.4% | -12.2% |
| 3M | +2.2% | +4.7% | -2.5% | -3.4% |
| 6M | -23.7% | +11.4% | -35.1% | -32.1% |
| YTD | -71.0% | +13.1% | -84.1% | -74.4% |
| 1Y | -31.9% | +19.0% | -51.0% | -43.0% |
| 3Y | +33.2% | +73.9% | -40.7% | -23.5% |
| 5Y | -94.4% | +65.4% | -159.8% | -96.9% |
| All | -96.5% | +110.3% | -206.8% | -98.1% |
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