-35.9%
VSOL vs SPY
+13.9%
-49.8%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.0% |
| 7D | -11.0% | +2.6% | -13.6% | -15.8% |
| 30D | -22.9% | -2.0% | -21.0% | -19.5% |
| 3M | +6.0% | -2.8% | +8.8% | +13.3% |
| 6M | -10.6% | +2.1% | -12.7% | -14.3% |
| YTD | -33.2% | +11.5% | -44.7% | -44.4% |
| All | -35.9% | +13.9% | -49.8% | -47.8% |
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