-25.0%
VSOL vs VT
+13.8%
-38.8%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.3% |
| 7D | -7.5% | -1.6% | -5.9% | -4.3% |
| 30D | -20.5% | -2.5% | -18.0% | -16.1% |
| 3M | +27.6% | -1.3% | +28.9% | +31.7% |
| 6M | +13.7% | +3.1% | +10.6% | +7.7% |
| YTD | -21.9% | +10.9% | -32.8% | -32.1% |
| All | -25.0% | +13.8% | -38.8% | -36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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