-40.0%
SOLZ vs VOO
+14.7%
-54.7%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.6% | -0.4% | -2.7% |
| 7D | -8.1% | -0.7% | -7.4% | -6.3% |
| 30D | -21.5% | -1.1% | -20.5% | -19.2% |
| 3M | +26.8% | -0.3% | +27.1% | +28.6% |
| 6M | +11.0% | +7.4% | +3.6% | -6.1% |
| YTD | -25.3% | +13.4% | -38.6% | -41.6% |
| 1Y | -40.0% | +14.8% | -54.8% | -54.4% |
| All | -40.0% | +14.7% | -54.7% | -54.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling