-0.2%
VRSK vs SOLS
+25.8%
-26.0%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -4.6% | +11.5% | +6.0% |
| 7D | +10.9% | -12.0% | +22.9% | +8.6% |
| 30D | +28.0% | -10.2% | +38.2% | +26.0% |
| 3M | +12.3% | -11.8% | +24.2% | +10.4% |
| 6M | +17.8% | -34.0% | +51.8% | +13.1% |
| YTD | -4.7% | +13.7% | -18.4% | -7.3% |
| 1Y | -0.2% | +14.2% | -14.5% | -2.8% |
| All | -0.2% | +25.8% | -26.0% | -2.8% |
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 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