+14.6%
SOLV vs VT
+53.1%
-38.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +0.6% | +0.4% | +0.2% | +0.3% |
| 30D | +4.8% | +1.0% | +3.9% | +4.0% |
| 3M | +11.2% | +2.4% | +8.9% | +8.8% |
| 6M | +30.2% | +12.0% | +18.2% | +17.1% |
| YTD | +15.7% | +15.3% | +0.4% | +1.4% |
| 1Y | +26.7% | +22.6% | +4.1% | +4.7% |
| All | +14.6% | +53.1% | -38.5% | -23.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling