-84.7%
SOLT vs VT
+32.6%
-117.3%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -1.1% |
| 7D | -10.5% | -2.3% | -8.2% | -2.1% |
| 30D | -41.9% | -5.0% | -36.9% | -28.4% |
| 3M | +36.4% | -4.9% | +41.3% | +70.2% |
| 6M | -18.9% | -1.5% | -17.4% | -9.0% |
| YTD | -66.8% | +8.5% | -75.3% | -71.9% |
| 1Y | -81.2% | +11.4% | -92.6% | -85.4% |
| All | -84.7% | +32.6% | -117.3% | -91.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling