+30.9%
OWL vs VOO
+125.1%
-94.2%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | 0.0% |
| 7D | -10.1% | -0.8% | -9.4% | -9.0% |
| 30D | -11.9% | -1.1% | -10.9% | -10.3% |
| 3M | +10.7% | +3.9% | +6.8% | +5.2% |
| 6M | +22.1% | +13.6% | +8.5% | +1.9% |
| YTD | -24.8% | +12.7% | -37.5% | -36.2% |
| 1Y | -39.2% | +17.6% | -56.8% | -51.4% |
| 3Y | +1.7% | +77.3% | -75.6% | -52.4% |
| 5Y | -15.5% | +84.1% | -99.6% | -62.4% |
| All | +30.9% | +125.1% | -94.2% | -47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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