+13.0%
SOLV vs VT
+44.0%
-31.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.2% | +3.4% | +3.5% |
| 7D | +11.1% | -2.3% | +13.4% | +13.2% |
| 30D | +5.2% | -5.0% | +10.2% | +9.6% |
| 3M | +8.9% | -4.9% | +13.8% | +13.2% |
| 6M | +27.3% | -1.5% | +28.9% | +27.9% |
| YTD | +14.1% | +8.5% | +5.6% | +4.9% |
| 1Y | +36.4% | +11.4% | +25.0% | +22.3% |
| All | +13.0% | +44.0% | -31.0% | -20.7% |
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