+32.1%
SOLS vs VIG
+13.2%
+18.9%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.5% | +4.3% | +4.6% |
| 7D | +0.3% | -0.4% | +0.7% | +1.0% |
| 30D | +2.1% | -1.0% | +3.1% | +3.6% |
| 3M | -24.1% | +2.8% | -26.9% | -28.1% |
| 6M | -15.0% | +8.2% | -23.2% | -27.7% |
| YTD | +31.6% | +11.0% | +20.6% | +6.2% |
| All | +32.1% | +13.2% | +18.9% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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