+22.0%
VTR vs SOLS
+37.2%
-15.2%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -6.5% | +9.0% | +2.3% |
| 7D | +10.0% | -8.8% | +18.8% | +9.7% |
| 30D | +9.6% | -0.6% | +10.3% | +9.5% |
| 3M | -1.2% | -9.0% | +7.8% | -1.4% |
| 6M | +2.8% | -28.7% | +31.5% | +2.6% |
| YTD | +17.4% | +19.2% | -1.8% | +17.9% |
| 1Y | +22.0% | +32.6% | -10.6% | +22.8% |
| All | +22.0% | +37.2% | -15.2% | +22.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling