All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

OVL vs. SPYI vs. GPIX vs. VOO: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Growth of $10,000

Thu 2023-10-26💬 to Thu 2026-09-10 Overall
Return 		Exponential
Trendline
OVL × 		+85.85%
+24.06%/yr 		+17.65%/yr
R2=0.886
Overlay Shares Large Cap Equity ETF Exchange-Traded Fund
SPYI × 		+51.90%
+15.65%/yr 		+13.15%/yr
R2=0.922
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
GPIX × 		+64.37%
+18.87%/yr 		+14.71%/yr
R2=0.918
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
VOO × 		+74.86%
+21.46%/yr 		+16.40%/yr
R2=0.906
Vanguard S&P 500 ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2023-10-26💬 to Thu 2026-09-10 Start
Value 		End
Value
OVL × 		$10,000.00
2023-10-26 		$18,584.78
2026-09-10
SPYI × 		$10,000.00
2023-10-26 		$15,190.41
2026-09-10
GPIX × 		$10,000.00
2023-10-26 		$16,437.08
2026-09-10
VOO × 		$10,000.00
2023-10-26 		$17,486.18
2026-09-10

This Year’s Performance

through 2026-09-10

  YTD YoY
OVL × 		+9.48% +15.87%
SPYI × 		+6.09% +11.71%
GPIX × 		+7.78% +13.46%
VOO × 		+8.07% +13.73%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
OVL × 		−3.47%
on 2026-09-10
from 2026-08-13 peak 		−22.08%
on 2025-04-08
from 2025-02-19 peak
SPYI × 		−1.56%
on 2026-09-10
from 2026-09-03 peak 		−16.85%
on 2025-04-08
from 2025-02-19 peak
GPIX × 		−2.12%
on 2026-09-10
from 2026-08-13 peak 		−17.87%
on 2025-04-08
from 2025-02-19 peak
VOO × 		−2.80%
on 2026-09-10
from 2026-08-13 peak 		−19.06%
on 2025-04-08
from 2025-02-19 peak

Rolling Returns

Period ending Thu 2026-09-10 1 yr 2 yr 3 yr 5 yr 10 yr
OVL × 		+15.87% +35.19%
+16.27%/yr 		+68.27%
+18.94%/yr 		+49.01%
+8.30%/yr 		—
SPYI × 		+11.71% +27.66%
+12.99%/yr 		+42.74%
+12.59%/yr 		— —
GPIX × 		+13.46% +30.48%
+14.23%/yr 		— — —
VOO × 		+13.73% +33.07%
+15.36%/yr 		+62.26%
+17.51%/yr 		+49.18%
+8.33%/yr 		+202.06%
+11.69%/yr

Annual Returns

Year OVL SPYI GPIX VOO
2026 (YTD) +9.48% +6.09% +7.78% +8.07%
2025 +14.75% +13.63% +13.23% +14.75%
2024 +24.33% +15.70% +18.36% +21.47%
2023 +23.86% +14.27% +13.80% +22.23%
2022 −26.91% −2.66% — −23.14%
2021 +23.69% — — +20.33%
2020 +18.56% — — +16.73%
2019 +10.76% — — +28.43%
2018 — — — −6.29%
2017 — — — +19.25%
2016 — — — +9.89%
2015 — — — +0.59%
2014 — — — +12.71%
2013 — — — +30.43%
2012 — — — +14.02%
2011 — — — −1.04%
2010 — — — +14.35%