+21.7%
VZ vs SOLS
+26.5%
-4.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.8% | -0.2% |
| 7D | +0.9% | +20.8% | -19.9% | +1.9% |
| 30D | +6.9% | +9.2% | -2.3% | +7.4% |
| 3M | +0.6% | +7.1% | -6.4% | +1.0% |
| 6M | +0.3% | -23.7% | +24.0% | +0.5% |
| YTD | +21.9% | +37.3% | -15.4% | +22.2% |
| 1Y | +21.7% | +42.2% | -20.5% | +22.0% |
| All | +21.7% | +26.5% | -4.8% | +22.1% |
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