+32.1%
SOLS vs VCLT
-4.4%
+36.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.1% | +3.7% | +3.7% |
| 7D | +0.3% | -0.5% | +0.8% | +0.9% |
| 30D | +2.1% | -0.9% | +3.0% | +3.2% |
| 3M | -24.1% | -3.2% | -20.9% | -20.6% |
| 6M | -15.0% | -3.8% | -11.1% | -12.5% |
| YTD | +31.6% | -2.0% | +33.6% | +34.9% |
| All | +32.1% | -4.4% | +36.5% | +30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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