-96.5%
OWLT vs VOO
+137.6%
-234.1%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -1.0% |
| 7D | -5.8% | -0.8% | -5.1% | -4.9% |
| 30D | -19.3% | -1.1% | -18.2% | -18.1% |
| 3M | +2.2% | +3.9% | -1.7% | -2.2% |
| 6M | -22.1% | +13.6% | -35.7% | -32.2% |
| YTD | -71.0% | +12.7% | -83.7% | -74.3% |
| 1Y | -33.6% | +17.6% | -51.2% | -43.5% |
| 3Y | +37.5% | +77.3% | -39.8% | -23.7% |
| 5Y | -94.4% | +84.1% | -178.5% | -97.1% |
| All | -96.5% | +137.6% | -234.1% | -98.3% |
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