+93.2%
VSH vs SOLS
+17.0%
+76.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | 0.0% | +6.2% | +6.2% |
| 7D | +4.8% | -3.5% | +8.2% | +6.5% |
| 30D | -0.7% | -1.0% | +0.3% | -0.5% |
| 3M | -43.1% | -24.1% | -19.0% | -36.4% |
| 6M | +91.8% | -18.0% | +109.8% | +107.7% |
| YTD | +131.6% | +27.1% | +104.6% | +125.5% |
| All | +93.2% | +17.0% | +76.1% | +85.7% |
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