+20.2%
SOLS vs VLTO
+14.4%
+5.8%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.5% | +4.9% | +5.5% |
| 7D | -4.2% | +5.4% | -9.6% | -3.1% |
| 30D | -3.9% | +22.3% | -26.2% | -0.1% |
| 3M | -6.6% | +19.6% | -26.2% | -3.0% |
| 6M | -29.1% | +35.2% | -64.3% | -26.4% |
| YTD | +19.8% | +17.9% | +1.9% | +28.9% |
| 1Y | +29.2% | +19.5% | +9.7% | +37.4% |
| All | +20.2% | +14.4% | +5.8% | +28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 3y: compounded portfolio wealth divided by compounded VLTO 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…
3y analysis · Full analysis span regression · 6 months rolling