-21.6%
OWL vs VOO
+72.6%
-94.1%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.6% |
| 7D | +1.5% | +2.6% | -1.0% | -2.3% |
| 30D | +13.4% | -2.0% | +15.4% | +17.0% |
| 3M | -21.2% | -2.8% | -18.5% | -17.5% |
| 6M | +4.0% | +2.2% | +1.9% | +1.2% |
| YTD | -29.0% | +11.5% | -40.5% | -39.4% |
| 1Y | -28.4% | +13.5% | -41.9% | -40.5% |
| 3Y | -14.5% | +78.1% | -92.6% | -62.7% |
| All | -21.6% | +72.6% | -94.1% | -65.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling