+43.9%
VG vs SOLS
+26.5%
+17.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.0% | +5.7% | +4.7% |
| 7D | +15.1% | +20.8% | -5.7% | +16.8% |
| 30D | -4.2% | +9.2% | -13.4% | -3.6% |
| 3M | -3.1% | +7.1% | -10.2% | -2.5% |
| 6M | +0.3% | -23.7% | +24.0% | -2.4% |
| YTD | +95.5% | +37.3% | +58.1% | +90.1% |
| 1Y | +64.4% | +42.2% | +22.3% | +60.1% |
| All | +43.9% | +26.5% | +17.4% | +40.2% |
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