+20.4%
VZ vs SOLS
+21.0%
-0.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +9.7% | -8.9% | +1.3% |
| 7D | +2.2% | +8.0% | -5.8% | +2.6% |
| 30D | +10.6% | +3.7% | +6.8% | +10.8% |
| 3M | -0.6% | +4.6% | -5.2% | -0.3% |
| 6M | +0.7% | -18.5% | +19.2% | +0.7% |
| YTD | +20.6% | +31.4% | -10.8% | +20.6% |
| 1Y | +22.7% | +34.5% | -11.7% | +22.9% |
| All | +20.4% | +21.0% | -0.6% | +20.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling