+41.1%
VIK vs SOLS
+21.2%
+19.9%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.8% | -3.6% | -0.5% |
| 7D | -3.0% | +0.3% | -3.4% | -3.1% |
| 30D | -20.7% | +2.1% | -22.8% | -21.1% |
| 3M | -4.6% | -24.1% | +19.5% | +0.2% |
| 6M | +14.0% | -15.0% | +29.0% | +15.9% |
| YTD | +20.2% | +31.6% | -11.4% | +14.5% |
| All | +41.1% | +21.2% | +19.9% | +32.4% |
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