-43.8%
SOLZ vs VT
+10.5%
-54.3%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.6% |
| 7D | -5.0% | -2.3% | -2.7% | -0.6% |
| 30D | -22.8% | -5.0% | -17.9% | -14.2% |
| 3M | +22.3% | -4.9% | +27.2% | +36.1% |
| 6M | -0.7% | -1.5% | +0.8% | +3.0% |
| YTD | -29.2% | +8.5% | -37.7% | -37.8% |
| 1Y | -43.8% | +11.4% | -55.1% | -53.2% |
| All | -43.8% | +10.5% | -54.3% | -53.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling