+24.7%
UYLD vs VOO
+112.6%
-87.9%
-0.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | 0.0% |
| 7D | 0.0% | -0.8% | +0.8% | 0.0% |
| 30D | +0.2% | -1.1% | +1.2% | +0.2% |
| 3M | +1.0% | +3.9% | -2.9% | +0.9% |
| 6M | +1.9% | +13.6% | -11.7% | +1.8% |
| YTD | +2.6% | +12.7% | -10.1% | +2.6% |
| 1Y | +4.1% | +17.6% | -13.5% | +4.0% |
| 3Y | +18.2% | +77.3% | -59.2% | +17.7% |
| All | +24.7% | +112.6% | -87.9% | +23.8% |
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