-78.7%
SOLT price history and return analytics
+39.4%
-118.1%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.2% | +0.6% |
| 7D | +5.4% | -0.1% | +5.5% | +6.2% |
| 30D | +72.6% | -0.7% | +73.3% | +78.0% |
| 3M | +120.5% | +4.0% | +116.5% | +93.3% |
| 6M | +15.5% | +12.3% | +3.2% | -23.0% |
| YTD | -54.0% | +14.0% | -68.0% | -68.6% |
| 1Y | -88.7% | +20.3% | -109.0% | -93.3% |
| All | -78.7% | +39.4% | -118.1% | -90.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling