-30.9%
SOLZ price history and return analytics
+38.2%
-69.1%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.9% | -1.8% | -1.0% |
| 7D | -5.6% | -2.0% | -3.6% | -1.9% |
| 30D | +31.5% | -1.4% | +32.9% | +35.3% |
| 3M | +56.3% | +4.7% | +51.6% | +43.3% |
| 6M | +14.6% | +11.4% | +3.2% | -6.3% |
| YTD | -21.0% | +13.1% | -34.1% | -36.0% |
| 1Y | -57.5% | +19.0% | -76.5% | -68.1% |
| All | -30.9% | +38.2% | -69.1% | -57.2% |
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