-78.7%
SOLT vs VOO
+37.8%
-116.5%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -0.2% |
| 7D | +5.4% | -0.4% | +5.8% | +7.2% |
| 30D | +72.6% | -1.4% | +74.0% | +82.7% |
| 3M | +120.5% | +3.7% | +116.8% | +96.4% |
| 6M | +15.5% | +13.0% | +2.5% | -22.4% |
| YTD | -54.0% | +12.4% | -66.4% | -66.0% |
| 1Y | -88.7% | +18.6% | -107.3% | -92.6% |
| All | -78.7% | +37.8% | -116.5% | -89.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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