+44.1%
SYLD vs VOO
+72.6%
-28.5%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.0% |
| 7D | +1.7% | +2.6% | -0.9% | -0.6% |
| 30D | +4.6% | -2.0% | +6.6% | +6.3% |
| 3M | +0.9% | -2.8% | +3.7% | +3.2% |
| 6M | +12.5% | +2.2% | +10.3% | +9.7% |
| YTD | +26.0% | +11.5% | +14.5% | +13.0% |
| 1Y | +29.1% | +13.5% | +15.6% | +13.8% |
| 3Y | +52.7% | +78.1% | -25.4% | -13.3% |
| All | +44.1% | +72.6% | -28.5% | -15.6% |
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