+37.9%
SOLS vs VO
+14.1%
+23.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | +0.5% |
| 7D | +20.8% | +2.9% | +17.9% | +15.5% |
| 30D | +9.2% | +1.0% | +8.2% | +7.4% |
| 3M | +7.1% | -1.7% | +8.8% | +10.2% |
| 6M | -23.7% | +6.7% | -30.4% | -31.5% |
| YTD | +37.3% | +14.0% | +23.4% | +11.0% |
| 1Y | +42.2% | +13.7% | +28.5% | +16.0% |
| All | +37.9% | +14.1% | +23.7% | +12.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling