+148.0%
VLO vs SOLS
+20.3%
+127.7%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.0% | +3.6% | +1.5% |
| 7D | +6.2% | +3.7% | +2.5% | +6.4% |
| 30D | +23.5% | +5.0% | +18.5% | +23.6% |
| 3M | +53.9% | -21.1% | +75.0% | +51.8% |
| 6M | +81.7% | -14.2% | +95.8% | +80.3% |
| YTD | +142.5% | +30.6% | +111.8% | +147.0% |
| All | +148.0% | +20.3% | +127.7% | +154.9% |
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 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