+20.2%
SOLS vs VT
+11.1%
+9.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.2% | +5.1% | +5.0% |
| 7D | -4.2% | -2.3% | -1.9% | -1.1% |
| 30D | -3.9% | -5.0% | +1.0% | +3.8% |
| 3M | -6.6% | -4.9% | -1.7% | +0.7% |
| 6M | -29.1% | -1.5% | -27.6% | -27.4% |
| YTD | +19.8% | +8.5% | +11.3% | +5.3% |
| 1Y | +29.2% | +11.4% | +17.9% | +9.3% |
| All | +20.2% | +11.1% | +9.1% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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