-5.0%
KYLD vs VOO
+14.7%
-19.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -3.1% |
| 7D | -6.9% | -0.7% | -6.1% | -5.5% |
| 30D | -14.5% | -1.1% | -13.4% | -12.6% |
| 3M | -13.1% | -0.3% | -12.7% | -12.3% |
| 6M | -6.2% | +7.4% | -13.6% | -17.6% |
| YTD | 0.0% | +13.4% | -13.3% | -19.8% |
| 1Y | -5.0% | +14.8% | -19.8% | -25.9% |
| All | -5.0% | +14.7% | -19.7% | -25.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling