-18.9%
VSOL vs VT
+18.3%
-37.2%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | -1.7% | +0.4% | -2.1% | -2.4% |
| 30D | +37.1% | +1.0% | +36.1% | +34.6% |
| 3M | +48.7% | +2.4% | +46.3% | +42.7% |
| 6M | +11.8% | +12.0% | -0.2% | -7.9% |
| YTD | -15.5% | +15.3% | -30.9% | -32.4% |
| All | -18.9% | +18.3% | -37.2% | -36.5% |
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