+9.6%
SOLV vs VOO
+49.6%
-40.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -2.2% |
| 7D | -5.2% | -2.0% | -3.2% | -3.7% |
| 30D | +4.2% | -1.7% | +5.9% | +5.6% |
| 3M | +8.3% | +4.7% | +3.5% | +3.9% |
| 6M | +29.7% | +12.6% | +17.1% | +17.0% |
| YTD | +10.6% | +11.8% | -1.1% | +0.4% |
| 1Y | +23.1% | +17.5% | +5.5% | +6.9% |
| All | +9.6% | +49.6% | -40.0% | -24.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling