-31.9%
OWLT price history and return analytics
+18.7%
-50.7%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.6% | -1.8% |
| 7D | -6.8% | -2.0% | -4.8% | -2.9% |
| 30D | -13.8% | -1.4% | -12.4% | -11.1% |
| 3M | +2.2% | +4.7% | -2.5% | -8.1% |
| 6M | -23.7% | +11.4% | -35.1% | -39.8% |
| YTD | -71.0% | +13.1% | -84.1% | -77.3% |
| 1Y | -31.9% | +19.0% | -51.0% | -53.3% |
| All | -31.9% | +18.7% | -50.7% | -53.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling