-44.8%
SOLZ price history and return analytics
+35.7%
-80.5%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.0% |
| 7D | -10.9% | +2.4% | -13.2% | -14.9% |
| 30D | -23.5% | -1.5% | -22.0% | -21.3% |
| 3M | +4.3% | -4.1% | +8.4% | +13.4% |
| 6M | -13.0% | +0.6% | -13.5% | -13.3% |
| YTD | -36.9% | +11.0% | -47.9% | -46.9% |
| 1Y | -45.4% | +13.3% | -58.7% | -55.7% |
| All | -44.8% | +35.7% | -80.5% | -64.5% |
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 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