+5.9%
VNQ vs SOLS
+17.0%
-11.1%
-8.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.8% | +0.7% |
| 7D | -1.3% | -3.5% | +2.2% | -1.3% |
| 30D | -2.6% | -1.0% | -1.6% | -2.5% |
| 3M | -2.0% | -24.1% | +22.1% | -1.6% |
| 6M | +4.3% | -18.0% | +22.3% | +4.2% |
| YTD | +9.2% | +27.1% | -17.8% | +9.1% |
| All | +5.9% | +17.0% | -11.1% | +5.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling