+59.4%
VG vs SOLS
+22.7%
+36.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.3% | +0.9% | +2.3% |
| 7D | -2.5% | +4.5% | -7.1% | -1.9% |
| 30D | +11.1% | +6.0% | +5.1% | +12.2% |
| 3M | +14.9% | -19.7% | +34.6% | +12.7% |
| 6M | +18.4% | -10.4% | +28.7% | +18.6% |
| YTD | +116.6% | +33.3% | +83.3% | +110.8% |
| All | +59.4% | +22.7% | +36.7% | +55.5% |
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 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