+72.2%
SHYG vs VOO
+453.9%
-381.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | 0.0% |
| 7D | -0.1% | -0.4% | +0.3% | 0.0% |
| 30D | +0.1% | -1.4% | +1.5% | +0.5% |
| 3M | +1.0% | +3.7% | -2.7% | 0.0% |
| 6M | +2.3% | +13.0% | -10.8% | -1.1% |
| YTD | +2.4% | +12.4% | -10.0% | -0.9% |
| 1Y | +4.2% | +18.6% | -14.4% | -0.7% |
| 3Y | +25.1% | +78.1% | -53.0% | +6.2% |
| 5Y | +26.4% | +82.3% | -55.9% | +5.8% |
| 10Y | +61.9% | +322.5% | -260.6% | +8.4% |
| All | +72.2% | +453.9% | -381.8% | +11.6% |
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 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