-9.1%
VFC vs SOLS
+20.3%
-29.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.0% | -0.2% | -1.9% |
| 7D | -2.3% | +3.7% | -6.1% | -2.9% |
| 30D | -13.4% | +5.0% | -18.4% | -14.0% |
| 3M | -23.7% | -21.1% | -2.6% | -21.4% |
| 6M | -24.5% | -14.2% | -10.3% | -24.3% |
| YTD | -27.8% | +30.6% | -58.5% | -36.8% |
| All | -9.1% | +20.3% | -29.4% | -21.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling