+51.8%
VG vs SOLS
+37.2%
+14.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -6.5% | -1.1% | -8.4% |
| 7D | -16.4% | -8.8% | -7.6% | -17.3% |
| 30D | -10.8% | -0.6% | -10.2% | -10.6% |
| 3M | -6.3% | -9.0% | +2.7% | -7.0% |
| 6M | -12.5% | -28.7% | +16.2% | -15.3% |
| YTD | +76.9% | +19.2% | +57.8% | +71.6% |
| 1Y | +51.8% | +32.6% | +19.2% | +45.9% |
| All | +51.8% | +37.2% | +14.6% | +45.9% |
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 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