+531.0%
SUN vs VOO
+325.3%
+205.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.1% |
| 7D | +2.7% | -0.8% | +3.5% | +3.3% |
| 30D | +2.8% | -1.1% | +3.9% | +3.6% |
| 3M | +22.4% | +3.9% | +18.6% | +18.4% |
| 6M | +25.2% | +13.6% | +11.6% | +12.1% |
| YTD | +54.9% | +12.7% | +42.2% | +39.4% |
| 1Y | +63.6% | +17.6% | +46.0% | +41.7% |
| 3Y | +111.1% | +77.3% | +33.8% | +27.1% |
| 5Y | +196.0% | +84.1% | +111.9% | +68.0% |
| All | +531.0% | +325.3% | +205.7% | +73.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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