+2.0%
KYLD vs VOO
+11.5%
-9.5%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -0.4% |
| 7D | -0.8% | -2.0% | +1.1% | +2.8% |
| 30D | -1.6% | -1.7% | +0.1% | +1.5% |
| 3M | +1.8% | +4.7% | -3.0% | -6.8% |
| 6M | +14.5% | +12.6% | +1.9% | -7.7% |
| YTD | +12.9% | +11.8% | +1.2% | -7.7% |
| All | +2.0% | +11.5% | -9.5% | -16.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling