-42.5%
SOLZ vs VOO
+35.9%
-78.4%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.3% | -3.5% | -3.2% |
| 7D | -11.0% | -0.6% | -10.4% | -10.4% |
| 30D | -23.5% | -3.6% | -19.9% | -18.1% |
| 3M | +8.3% | -2.7% | +11.1% | +14.4% |
| 6M | -11.0% | +2.2% | -13.3% | -13.9% |
| YTD | -34.3% | +10.9% | -45.2% | -44.0% |
| 1Y | -51.8% | +11.3% | -63.1% | -59.1% |
| All | -42.5% | +35.9% | -78.4% | -61.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling