+188.0%
FYLD vs VOO
+429.8%
-241.9%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.1% |
| 7D | +1.0% | +0.5% | +0.4% | +0.6% |
| 30D | +3.5% | -0.9% | +4.4% | +4.2% |
| 3M | +8.1% | +3.9% | +4.2% | +4.9% |
| 6M | +13.7% | +14.5% | -0.9% | +2.3% |
| YTD | +28.0% | +13.0% | +15.0% | +16.4% |
| 1Y | +36.2% | +19.4% | +16.8% | +18.6% |
| 3Y | +93.6% | +78.9% | +14.8% | +22.6% |
| 5Y | +87.3% | +82.3% | +5.0% | +15.5% |
| 10Y | +206.3% | +314.2% | -107.9% | -5.1% |
| All | +188.0% | +429.8% | -241.9% | -28.3% |
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