+45.0%
SOLS vs VO
+14.1%
+30.9%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +14.0% | +3.1% | +10.9% | +8.6% |
| 30D | +10.0% | +2.2% | +7.8% | +6.1% |
| 3M | +5.8% | -2.5% | +8.3% | +10.4% |
| 6M | -25.2% | +7.0% | -32.1% | -33.2% |
| YTD | +36.5% | +14.0% | +22.5% | +10.0% |
| 1Y | +45.0% | +15.6% | +29.4% | +14.5% |
| All | +45.0% | +14.1% | +30.9% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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