+20.4%
VXUS vs SOLS
+22.7%
-2.3%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.6% | -0.5% |
| 7D | +1.6% | +4.5% | -3.0% | +1.0% |
| 30D | +1.0% | +6.0% | -5.0% | +0.2% |
| 3M | +5.7% | -19.7% | +25.3% | +8.0% |
| 6M | +13.6% | -10.4% | +24.0% | +14.3% |
| YTD | +17.4% | +33.3% | -15.9% | +16.4% |
| All | +20.4% | +22.7% | -2.3% | +19.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling