-29.5%
SOLZ vs VT
+41.0%
-70.5%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | 0.0% | -3.7% | -3.7% |
| 7D | -1.9% | +0.4% | -2.4% | -2.7% |
| 30D | +36.0% | +1.0% | +35.1% | +33.7% |
| 3M | +46.7% | +2.4% | +44.3% | +41.0% |
| 6M | +8.1% | +12.0% | -3.9% | -12.3% |
| YTD | -19.4% | +15.3% | -34.8% | -37.1% |
| 1Y | -52.3% | +22.6% | -74.9% | -66.0% |
| All | -29.5% | +41.0% | -70.5% | -58.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling