+49.8%
GYLD vs VOO
+77.0%
-27.2%
-8.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | -0.3% |
| 7D | -0.3% | -0.4% | +0.1% | -0.2% |
| 30D | -0.3% | -1.4% | +1.1% | 0.0% |
| 3M | +3.5% | +3.7% | -0.2% | +2.6% |
| 6M | +6.4% | +13.0% | -6.6% | +3.5% |
| YTD | +11.5% | +12.4% | -1.0% | +8.5% |
| 1Y | +15.4% | +18.6% | -3.2% | +11.0% |
| All | +49.8% | +77.0% | -27.2% | +29.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling