+54.8%
VSH vs SOLS
+25.7%
+29.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.6% | -3.6% | -3.9% |
| 7D | +14.3% | +14.0% | +0.3% | +6.4% |
| 30D | -7.9% | +10.0% | -17.8% | -11.7% |
| 3M | -19.9% | +5.8% | -25.7% | -21.9% |
| 6M | -30.5% | -25.2% | -5.3% | -22.3% |
| YTD | +85.7% | +36.5% | +49.1% | +75.4% |
| 1Y | +98.9% | +45.0% | +53.9% | +85.3% |
| All | +54.8% | +25.7% | +29.1% | +44.4% |
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