+39.8%
VIK vs SOLS
+17.0%
+22.8%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -0.9% | -3.5% | +2.5% | -0.2% |
| 30D | -18.4% | -1.0% | -17.4% | -18.3% |
| 3M | -8.8% | -24.1% | +15.3% | -4.1% |
| 6M | +17.1% | -18.0% | +35.1% | +19.9% |
| YTD | +19.0% | +27.1% | -8.0% | +14.2% |
| All | +39.8% | +17.0% | +22.8% | +32.1% |
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