+19.9%
VGT vs OWL
-28.0%
+47.9%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.1% | -2.9% | -0.3% |
| 7D | -6.5% | +10.1% | -16.6% | -8.3% |
| 30D | -10.6% | +18.7% | -29.3% | -13.7% |
| 3M | -3.7% | -6.2% | +2.5% | -2.6% |
| 6M | +10.4% | +9.8% | +0.6% | +7.7% |
| YTD | +23.1% | -24.2% | +47.2% | +29.3% |
| 1Y | +19.9% | -26.6% | +46.5% | +26.7% |
| All | +19.9% | -28.0% | +47.9% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OWL.
Daily Out/Under-Performance
Portfolio return minus OWL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OWL 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 OWL 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