+458.5%
SUN vs VT
+223.7%
+234.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.6% | -1.0% | -0.6% |
| 7D | -7.2% | +0.4% | -7.6% | -7.6% |
| 30D | -15.7% | -2.6% | -13.1% | -14.0% |
| 3M | -9.7% | -3.2% | -6.4% | -7.6% |
| 6M | -3.5% | +0.9% | -4.4% | -5.4% |
| YTD | +27.2% | +11.3% | +15.9% | +13.5% |
| 1Y | +31.2% | +14.0% | +17.2% | +14.4% |
| 3Y | +42.7% | +75.8% | -33.2% | -18.2% |
| 5Y | +121.0% | +57.8% | +63.1% | +39.5% |
| 10Y | +458.5% | +219.8% | +238.7% | +85.8% |
| All | +458.5% | +223.7% | +234.8% | +85.8% |
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