-16.5%
OWL vs VEEV
-14.9%
-1.7%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.1% | -4.0% | -4.0% |
| 7D | -11.9% | -8.2% | -3.7% | -8.9% |
| 30D | -13.7% | +10.3% | -24.0% | -17.2% |
| 3M | +12.3% | +59.4% | -47.1% | -7.3% |
| 6M | +15.0% | +37.6% | -22.6% | +0.2% |
| YTD | -25.7% | +16.9% | -42.6% | -31.2% |
| 1Y | -39.5% | -5.0% | -34.5% | -39.5% |
| 3Y | +0.9% | +18.5% | -17.5% | -11.4% |
| 5Y | -16.5% | -13.8% | -2.7% | -23.2% |
| All | -16.5% | -14.9% | -1.7% | -23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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