-0.5%
OWNS price history and return analytics
+70.1%
-70.6%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.3% | -0.3% |
| 7D | -0.5% | -0.1% | -0.3% | -0.5% |
| 30D | -0.7% | -0.7% | 0.0% | -0.6% |
| 3M | -1.1% | +4.0% | -5.1% | -1.4% |
| 6M | -2.1% | +12.3% | -14.3% | -3.1% |
| YTD | -0.9% | +14.0% | -14.9% | -2.2% |
| 1Y | +1.0% | +20.3% | -19.3% | -0.8% |
| 3Y | +13.2% | +75.4% | -62.2% | +6.7% |
| 5Y | -0.4% | +66.0% | -66.4% | -7.2% |
| All | -0.5% | +70.1% | -70.6% | -7.4% |
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