-29.1%
SOLZ price history and return analytics
+39.4%
-68.5%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.9% | +1.6% | +0.8% |
| 7D | +0.5% | -1.1% | +1.6% | +2.7% |
| 30D | +34.4% | -1.0% | +35.4% | +37.2% |
| 3M | +52.3% | +3.2% | +49.1% | +43.7% |
| 6M | +16.0% | +12.5% | +3.6% | -6.9% |
| YTD | -19.0% | +14.1% | -33.1% | -35.5% |
| 1Y | -57.3% | +18.9% | -76.2% | -68.0% |
| All | -29.1% | +39.4% | -68.5% | -56.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling