+3.5%
KYLD vs VOO
+12.2%
-8.6%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.8% |
| 7D | +1.4% | -0.4% | +1.7% | +2.0% |
| 30D | 0.0% | -1.4% | +1.4% | +2.6% |
| 3M | +1.2% | +3.7% | -2.5% | -5.5% |
| 6M | +16.4% | +13.0% | +3.3% | -6.8% |
| YTD | +14.7% | +12.4% | +2.2% | -7.3% |
| All | +3.5% | +12.2% | -8.6% | -16.2% |
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