-20.6%
VSOL price history and return analytics
+15.9%
-36.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.9% | -1.8% | -0.9% |
| 7D | -5.3% | -2.0% | -3.3% | -1.5% |
| 30D | +32.1% | -1.4% | +33.6% | +36.1% |
| 3M | +58.1% | +4.7% | +53.4% | +44.0% |
| 6M | +18.4% | +11.4% | +7.1% | -3.2% |
| YTD | -17.3% | +13.1% | -30.3% | -31.1% |
| All | -20.6% | +15.9% | -36.5% | -35.3% |
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 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