-82.0%
SOLT price history and return analytics
+11.9%
-93.9%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.3% | -3.1% | -2.3% |
| 7D | -21.1% | +2.4% | -23.5% | -28.6% |
| 30D | -42.8% | -1.5% | -41.3% | -38.9% |
| 3M | -1.7% | -4.1% | +2.5% | +19.5% |
| 6M | -37.7% | +0.6% | -38.3% | -36.3% |
| YTD | -73.8% | +11.0% | -84.9% | -79.2% |
| 1Y | -82.0% | +13.3% | -95.3% | -86.5% |
| All | -82.0% | +11.9% | -93.9% | -86.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling