-21.6%
VST vs SOLS
+22.7%
-44.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.4% | +1.4% |
| 7D | +9.9% | +4.5% | +5.3% | +8.9% |
| 30D | +7.9% | +6.0% | +1.9% | +6.5% |
| 3M | +3.4% | -19.7% | +23.1% | +7.3% |
| 6M | -4.1% | -10.4% | +6.3% | -3.0% |
| YTD | -5.7% | +33.3% | -39.0% | -5.9% |
| All | -21.6% | +22.7% | -44.3% | -21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 10y: compounded portfolio wealth divided by compounded SOLS 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…
10y analysis · Full analysis span regression · 6 months rolling