+213.0%
EYLD vs VOO
+325.3%
-112.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | +0.2% |
| 7D | -0.8% | -0.8% | 0.0% | -0.4% |
| 30D | +4.8% | -1.1% | +5.9% | +5.4% |
| 3M | +6.1% | +3.9% | +2.2% | +3.8% |
| 6M | +19.0% | +13.6% | +5.3% | +10.8% |
| YTD | +31.4% | +12.7% | +18.7% | +23.0% |
| 1Y | +36.8% | +17.6% | +19.2% | +25.1% |
| 3Y | +94.3% | +77.3% | +17.0% | +40.4% |
| 5Y | +75.3% | +84.1% | -8.8% | +23.1% |
| All | +213.0% | +325.3% | -112.3% | +25.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling