+19.5%
VXUS vs SOLS
+20.3%
-0.8%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.0% | +1.2% | -0.5% |
| 7D | +0.3% | +3.7% | -3.4% | -0.2% |
| 30D | +0.7% | +5.0% | -4.3% | 0.0% |
| 3M | +4.8% | -21.1% | +25.8% | +7.3% |
| 6M | +11.3% | -14.2% | +25.5% | +12.5% |
| YTD | +16.5% | +30.6% | -14.1% | +15.8% |
| All | +19.5% | +20.3% | -0.8% | +18.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling