-48.6%
SOLZ vs VOO
+11.8%
-60.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.3% | -4.1% | -3.7% |
| 7D | -9.5% | +3.3% | -12.8% | -15.9% |
| 30D | -24.6% | -2.7% | -21.9% | -19.6% |
| 3M | +6.4% | -1.7% | +8.2% | +11.3% |
| 6M | -15.3% | +3.1% | -18.4% | -21.0% |
| YTD | -35.9% | +11.9% | -47.8% | -48.3% |
| 1Y | -48.6% | +12.1% | -60.6% | -58.6% |
| All | -48.6% | +11.8% | -60.4% | -58.6% |
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