+0.5%
OWL vs VOO
+75.9%
-75.4%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.0% |
| 7D | -11.9% | -2.0% | -9.9% | -8.9% |
| 30D | -13.7% | -1.7% | -12.1% | -11.1% |
| 3M | +12.3% | +4.7% | +7.5% | +4.8% |
| 6M | +15.0% | +12.6% | +2.5% | -4.0% |
| YTD | -25.7% | +11.8% | -37.5% | -37.0% |
| 1Y | -39.5% | +17.5% | -57.0% | -52.5% |
| All | +0.5% | +75.9% | -75.4% | -49.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling