+2.6%
KYLD vs VOO
+12.4%
-9.9%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.3% | -1.0% |
| 7D | -0.8% | -0.8% | 0.0% | +0.6% |
| 30D | -1.8% | -1.1% | -0.7% | +0.1% |
| 3M | -1.6% | +3.9% | -5.5% | -8.4% |
| 6M | +14.9% | +13.6% | +1.3% | -9.0% |
| YTD | +13.6% | +12.7% | +0.9% | -8.6% |
| All | +2.6% | +12.4% | -9.9% | -17.4% |
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