+47.2%
SUN vs VOO
+78.5%
-31.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.5% |
| 7D | +5.7% | +2.6% | +3.1% | +4.8% |
| 30D | -10.8% | -2.0% | -8.8% | -10.3% |
| 3M | -10.9% | -2.8% | -8.1% | -10.1% |
| 6M | -3.9% | +2.2% | -6.1% | -4.9% |
| YTD | +32.3% | +11.5% | +20.8% | +26.2% |
| 1Y | +35.5% | +13.5% | +22.0% | +28.0% |
| 3Y | +47.2% | +78.1% | -30.8% | +20.1% |
| All | +47.2% | +78.5% | -31.2% | +20.1% |
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