+11.3%
IVV vs SOLS
+38.0%
-26.6%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.5% | -0.6% |
| 7D | -0.6% | +5.3% | -5.9% | -1.2% |
| 30D | -3.7% | +6.0% | -9.6% | -4.3% |
| 3M | -2.7% | +7.9% | -10.7% | -3.7% |
| 6M | +2.2% | -16.7% | +19.0% | +3.0% |
| YTD | +10.9% | +34.3% | -23.4% | +7.4% |
| 1Y | +11.3% | +38.2% | -26.9% | +7.1% |
| All | +11.3% | +38.0% | -26.6% | +7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 1y: compounded portfolio wealth divided by compounded SOLS 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…
1y analysis · Full analysis span regression · 6 months rolling