-33.6%
OWLT vs VOO
+18.2%
-51.8%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -2.0% |
| 7D | -5.8% | -0.8% | -5.1% | -4.1% |
| 30D | -19.3% | -1.1% | -18.2% | -17.1% |
| 3M | +2.2% | +3.9% | -1.7% | -7.0% |
| 6M | -22.1% | +13.6% | -35.7% | -43.4% |
| YTD | -71.0% | +12.7% | -83.7% | -78.1% |
| 1Y | -33.6% | +17.6% | -51.2% | -55.1% |
| All | -33.6% | +18.2% | -51.8% | -55.1% |
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