+55.6%
VFC vs SOLS
+37.2%
+18.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -6.5% | +11.0% | +5.4% |
| 7D | +21.5% | -8.8% | +30.2% | +23.0% |
| 30D | +46.7% | -0.6% | +47.3% | +46.0% |
| 3M | +38.4% | -9.0% | +47.4% | +39.7% |
| 6M | +15.2% | -28.7% | +43.9% | +20.1% |
| YTD | +17.8% | +19.2% | -1.3% | -4.0% |
| 1Y | +55.6% | +32.6% | +23.0% | +17.3% |
| All | +55.6% | +37.2% | +18.4% | +17.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling