+11.4%
SOLV price history and return analytics
+47.4%
-36.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.5% |
| 7D | -1.4% | +2.4% | -3.8% | -3.3% |
| 30D | +2.1% | -1.5% | +3.6% | +3.3% |
| 3M | +3.0% | -4.1% | +7.2% | +6.4% |
| 6M | +19.7% | +0.6% | +19.2% | +18.3% |
| YTD | +12.4% | +11.0% | +1.4% | +1.4% |
| 1Y | +18.4% | +13.3% | +5.1% | +4.8% |
| All | +11.4% | +47.4% | -36.0% | -23.4% |
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