-94.4%
OWLT vs VOO
+80.3%
-174.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -2.7% |
| 7D | -6.8% | -2.0% | -4.8% | -4.3% |
| 30D | -13.8% | -1.7% | -12.1% | -11.8% |
| 3M | +2.2% | +4.7% | -2.6% | -3.7% |
| 6M | -23.7% | +12.6% | -36.3% | -33.7% |
| YTD | -71.0% | +11.8% | -82.8% | -74.3% |
| 1Y | -31.9% | +17.5% | -49.5% | -42.9% |
| 3Y | +33.2% | +77.0% | -43.7% | -31.2% |
| 5Y | -94.4% | +82.6% | -176.9% | -97.2% |
| All | -94.4% | +80.3% | -174.7% | -97.2% |
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