+27.5%
SOLS vs VCLT
-5.7%
+33.2%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | -0.1% | -0.1% |
| 7D | -3.5% | -1.4% | -2.1% | -1.9% |
| 30D | -1.0% | -1.2% | +0.2% | +0.3% |
| 3M | -24.1% | -4.8% | -19.3% | -19.0% |
| 6M | -18.0% | -2.6% | -15.4% | -14.7% |
| YTD | +27.1% | -3.3% | +30.4% | +32.4% |
| All | +27.5% | -5.7% | +33.2% | +28.1% |
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