+51.3%
RYLD vs VOO
+194.8%
-143.6%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.7% | -0.8% |
| 7D | -0.7% | -0.4% | -0.4% | -0.5% |
| 30D | -0.7% | -1.4% | +0.7% | +0.2% |
| 3M | +5.1% | +3.7% | +1.4% | +2.3% |
| 6M | +11.0% | +13.0% | -2.1% | +1.6% |
| YTD | +13.6% | +12.4% | +1.2% | +4.5% |
| 1Y | +19.0% | +18.6% | +0.4% | +5.3% |
| 3Y | +31.7% | +78.1% | -46.3% | -12.4% |
| 5Y | +15.1% | +82.3% | -67.1% | -25.4% |
| All | +51.3% | +194.8% | -143.6% | -30.4% |
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