+54.8%
GYLD vs VOO
+321.7%
-266.9%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.6% |
| 7D | -0.9% | -2.0% | +1.1% | 0.0% |
| 30D | -0.8% | -1.7% | +0.8% | -0.1% |
| 3M | +2.6% | +4.7% | -2.1% | +0.4% |
| 6M | +5.0% | +12.6% | -7.6% | -0.7% |
| YTD | +10.5% | +11.8% | -1.3% | +4.7% |
| 1Y | +12.3% | +17.5% | -5.3% | +3.9% |
| 3Y | +48.2% | +77.0% | -28.8% | +11.0% |
| 5Y | +41.6% | +82.6% | -41.0% | +2.9% |
| All | +54.8% | +321.7% | -266.9% | -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 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