-30.7%
VST vs SOLS
+21.0%
-51.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +9.7% | -2.4% | +4.0% |
| 7D | -0.5% | +8.0% | -8.5% | -2.7% |
| 30D | -17.1% | +3.7% | -20.8% | -17.8% |
| 3M | -4.6% | +4.6% | -9.1% | -5.7% |
| 6M | -9.1% | -18.5% | +9.4% | -6.3% |
| YTD | -16.6% | +31.4% | -48.1% | -16.6% |
| 1Y | -29.5% | +34.5% | -63.9% | -29.7% |
| All | -30.7% | +21.0% | -51.7% | -30.8% |
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