+27.5%
SOLS vs VYM
+17.9%
+9.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -1.3% |
| 7D | -3.5% | -0.8% | -2.7% | -2.1% |
| 30D | -1.0% | -2.2% | +1.3% | +3.2% |
| 3M | -24.1% | +3.1% | -27.2% | -28.9% |
| 6M | -18.0% | +9.7% | -27.7% | -32.1% |
| YTD | +27.1% | +14.9% | +12.2% | -2.6% |
| All | +27.5% | +17.9% | +9.6% | -7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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