+42.2%
BYLD vs VOO
+403.9%
-361.6%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.3% | 0.0% |
| 7D | -0.2% | +0.1% | -0.3% | -0.2% |
| 30D | -0.2% | +0.1% | -0.3% | -0.2% |
| 3M | -0.4% | +2.0% | -2.4% | -0.6% |
| 6M | -0.2% | +13.0% | -13.2% | -1.8% |
| YTD | +1.0% | +13.6% | -12.6% | -0.7% |
| 1Y | +3.0% | +20.1% | -17.1% | +0.5% |
| 3Y | +19.8% | +77.6% | -57.7% | +10.8% |
| 5Y | +10.2% | +82.4% | -72.2% | +1.0% |
| 10Y | +31.6% | +316.8% | -285.2% | +11.9% |
| All | +42.2% | +403.9% | -361.6% | +21.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling