+107.5%
SUN vs VOO
+75.9%
+31.6%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.7% |
| 7D | +3.2% | -2.0% | +5.2% | +3.9% |
| 30D | +4.1% | -1.7% | +5.8% | +4.6% |
| 3M | +17.6% | +4.7% | +12.9% | +15.3% |
| 6M | +22.7% | +12.6% | +10.2% | +16.5% |
| YTD | +52.3% | +11.8% | +40.5% | +44.9% |
| 1Y | +60.8% | +17.5% | +43.2% | +48.6% |
| All | +107.5% | +75.9% | +31.6% | +57.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling