-18.9%
VSOL vs SPY
+16.0%
-34.9%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.4% | -2.9% | -2.5% |
| 7D | -1.7% | +0.1% | -1.8% | -1.8% |
| 30D | +37.1% | +0.1% | +37.0% | +37.1% |
| 3M | +48.7% | +2.0% | +46.7% | +43.1% |
| 6M | +11.8% | +13.0% | -1.2% | -12.7% |
| YTD | -15.5% | +13.5% | -29.1% | -32.7% |
| All | -18.9% | +16.0% | -34.9% | -36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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