-14.6%
VMC vs SOLS
+17.1%
-31.6%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.7% | +3.0% | +0.4% |
| 7D | -3.7% | +0.3% | -4.0% | -3.7% |
| 30D | -12.8% | +0.9% | -13.6% | -12.8% |
| 3M | -7.9% | -20.7% | +12.7% | -7.1% |
| 6M | -7.5% | -17.7% | +10.2% | -6.8% |
| YTD | -11.6% | +27.1% | -38.8% | -11.6% |
| All | -14.6% | +17.1% | -31.6% | -14.8% |
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