+30.1%
SHYD vs VOO
+419.1%
-389.0%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | -0.2% |
| 7D | -0.9% | -0.8% | -0.2% | -0.8% |
| 30D | -1.6% | -1.1% | -0.5% | -1.4% |
| 3M | -1.3% | +3.9% | -5.2% | -1.8% |
| 6M | -0.5% | +13.6% | -14.1% | -2.4% |
| YTD | -0.3% | +12.7% | -13.0% | -2.0% |
| 1Y | +0.6% | +17.6% | -16.9% | -1.8% |
| 3Y | +12.7% | +77.3% | -64.6% | +2.7% |
| 5Y | +2.7% | +84.1% | -81.5% | -7.5% |
| 10Y | +20.1% | +323.5% | -303.5% | -3.8% |
| All | +30.1% | +419.1% | -389.0% | +5.3% |
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