-50.5%
SOLZ price history and return analytics
+23.4%
-73.9%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.0% | +5.1% | +3.9% |
| 7D | -4.0% | +0.1% | -4.1% | -4.1% |
| 30D | +41.9% | +0.8% | +41.1% | +39.5% |
| 3M | +46.5% | +2.8% | +43.7% | +38.4% |
| 6M | +23.4% | +13.0% | +10.4% | -5.8% |
| YTD | -16.3% | +15.4% | -31.7% | -38.8% |
| All | -50.5% | +23.4% | -73.9% | -68.3% |
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