+82.6%
VOO vs OWL
-15.5%
+98.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.0% | +3.4% | +0.4% |
| 7D | -2.0% | -11.9% | +9.9% | +1.1% |
| 30D | -1.7% | -13.7% | +12.1% | +1.9% |
| 3M | +4.7% | +12.3% | -7.5% | +1.0% |
| 6M | +12.6% | +15.0% | -2.5% | +7.0% |
| YTD | +11.8% | -25.7% | +37.5% | +18.9% |
| 1Y | +17.5% | -39.5% | +57.0% | +31.6% |
| 3Y | +77.0% | +0.9% | +76.1% | +64.6% |
| 5Y | +82.6% | -16.5% | +99.1% | +67.0% |
| All | +82.6% | -15.5% | +98.1% | +67.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling