+42.7%
SUN vs VT
+74.1%
-31.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.6% | -1.0% | +0.8% |
| 7D | -7.2% | +0.4% | -7.6% | -7.3% |
| 30D | -15.7% | -2.6% | -13.1% | -15.0% |
| 3M | -9.7% | -3.2% | -6.4% | -8.8% |
| 6M | -3.5% | +0.9% | -4.4% | -4.3% |
| YTD | +27.2% | +11.3% | +15.9% | +20.0% |
| 1Y | +31.2% | +14.0% | +17.2% | +22.0% |
| 3Y | +42.7% | +75.8% | -33.2% | +10.1% |
| All | +42.7% | +74.1% | -31.5% | +10.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling