+744.6%
SUN vs VT
+322.3%
+422.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -4.1% | -0.5% | -1.3% |
| 7D | -12.9% | -4.2% | -8.8% | -10.0% |
| 30D | -15.4% | -5.8% | -9.6% | -11.3% |
| 3M | -14.7% | -5.2% | -9.5% | -11.3% |
| 6M | -8.9% | +0.1% | -9.0% | -10.3% |
| YTD | +23.1% | +8.2% | +14.9% | +12.7% |
| 1Y | +22.8% | +10.1% | +12.7% | +10.6% |
| 3Y | +36.9% | +69.7% | -32.8% | -17.4% |
| 5Y | +114.5% | +53.4% | +61.1% | +40.2% |
| 10Y | +458.5% | +219.2% | +239.2% | +87.1% |
| All | +744.6% | +322.3% | +422.3% | +149.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling