+48.9%
RYLD vs VOO
+194.5%
-145.6%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | -0.6% |
| 7D | +0.4% | -0.9% | +1.3% | +1.0% |
| 30D | +0.7% | -2.3% | +3.0% | +2.2% |
| 3M | -2.4% | -1.2% | -1.3% | -1.8% |
| 6M | +4.9% | +3.3% | +1.6% | +2.3% |
| YTD | +11.9% | +12.3% | -0.4% | +2.8% |
| 1Y | +12.8% | +12.5% | +0.3% | +3.5% |
| 3Y | +35.2% | +79.2% | -44.0% | -10.6% |
| 5Y | +9.5% | +75.7% | -66.2% | -27.1% |
| All | +48.9% | +194.5% | -145.6% | -31.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling