+7.5%
V vs SOLS
+17.1%
-9.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.6% | -0.1% |
| 7D | -3.0% | +0.3% | -3.4% | -3.0% |
| 30D | +1.2% | +0.9% | +0.3% | +1.2% |
| 3M | +13.9% | -20.7% | +34.6% | +13.9% |
| 6M | +17.2% | -17.7% | +34.9% | +16.5% |
| YTD | +5.3% | +27.1% | -21.8% | +1.3% |
| All | +7.5% | +17.1% | -9.6% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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