-90.5%
OWLS vs VOO
+15.3%
-105.8%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.7% | -0.9% |
| 7D | +5.0% | -0.4% | +5.3% | +5.2% |
| 30D | -3.3% | -1.4% | -1.9% | -2.6% |
| 3M | -6.0% | +3.7% | -9.8% | -8.1% |
| 6M | -14.1% | +13.0% | -27.2% | -20.9% |
| YTD | -21.0% | +12.4% | -33.4% | -27.1% |
| All | -90.5% | +15.3% | -105.8% | -91.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling