-85.8%
SOLT vs VT
+36.0%
-121.8%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +2.6% | -9.8% | -16.9% |
| 7D | -11.1% | +0.4% | -11.4% | -13.4% |
| 30D | -38.1% | -2.6% | -35.5% | -31.5% |
| 3M | +22.0% | -3.2% | +25.2% | +40.7% |
| 6M | -29.8% | +0.9% | -30.8% | -29.4% |
| YTD | -69.2% | +11.3% | -80.5% | -76.7% |
| 1Y | -84.2% | +14.0% | -98.2% | -88.9% |
| All | -85.8% | +36.0% | -121.8% | -93.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling