+32.1%
SOLS vs VEU
+21.8%
+10.3%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.5% | +3.3% | +3.2% |
| 7D | +0.3% | +1.1% | -0.8% | -1.1% |
| 30D | +2.1% | +2.2% | -0.1% | -0.7% |
| 3M | -24.1% | +3.0% | -27.1% | -26.9% |
| 6M | -15.0% | +10.9% | -25.8% | -26.6% |
| YTD | +31.6% | +18.2% | +13.4% | +7.5% |
| All | +32.1% | +21.8% | +10.3% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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