+31.1%
SOLS vs VIG
+11.7%
+19.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.4% | -1.1% |
| 7D | +3.7% | -1.2% | +4.9% | +5.6% |
| 30D | +5.0% | -2.8% | +7.8% | +10.0% |
| 3M | -21.1% | +2.5% | -23.6% | -25.1% |
| 6M | -14.2% | +8.1% | -22.3% | -26.6% |
| YTD | +30.6% | +9.6% | +21.1% | +7.6% |
| All | +31.1% | +11.7% | +19.5% | +4.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling