-27.9%
VSOL vs VT
+11.0%
-38.9%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -4.1% | -1.0% | +2.9% |
| 7D | -10.0% | -4.2% | -5.8% | -2.1% |
| 30D | -25.4% | -5.8% | -19.6% | -15.8% |
| 3M | +21.8% | -5.2% | +27.1% | +36.1% |
| 6M | +5.9% | +0.1% | +5.7% | +6.0% |
| YTD | -24.9% | +8.2% | -33.2% | -31.6% |
| All | -27.9% | +11.0% | -38.9% | -35.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling