-40.3%
SOLZ vs VOO
+36.4%
-76.6%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.3% | -5.9% | -7.8% |
| 7D | -5.4% | +0.1% | -5.5% | -5.9% |
| 30D | -20.5% | -3.3% | -17.2% | -15.4% |
| 3M | +16.1% | -2.4% | +18.5% | +21.8% |
| 6M | -7.5% | +2.6% | -10.1% | -11.1% |
| YTD | -31.7% | +11.3% | -43.0% | -42.2% |
| 1Y | -48.6% | +13.4% | -62.1% | -57.7% |
| All | -40.3% | +36.4% | -76.6% | -60.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling