+31.1%
SOLS vs VEU
+20.3%
+10.8%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.2% | -1.0% |
| 7D | +3.7% | +0.3% | +3.4% | +3.3% |
| 30D | +5.0% | +0.7% | +4.4% | +4.1% |
| 3M | -21.1% | +4.7% | -25.8% | -25.5% |
| 6M | -14.2% | +11.6% | -25.8% | -26.2% |
| YTD | +30.6% | +16.8% | +13.8% | +8.3% |
| All | +31.1% | +20.3% | +10.8% | +5.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling