+29.8%
VZ vs SOLS
+22.7%
+7.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.7% | +0.6% |
| 7D | +0.2% | +4.5% | -4.3% | +0.3% |
| 30D | +7.1% | +6.0% | +1.1% | +7.2% |
| 3M | +12.8% | -19.7% | +32.5% | +12.5% |
| 6M | +1.8% | -10.4% | +12.2% | +1.6% |
| YTD | +30.0% | +33.3% | -3.3% | +29.8% |
| All | +29.8% | +22.7% | +7.0% | +29.7% |
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