+934.5%
SUN vs VT
+350.1%
+584.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | +1.3% | +0.4% | +0.8% | +0.8% |
| 30D | +4.5% | +1.0% | +3.5% | +3.5% |
| 3M | +13.9% | +2.4% | +11.6% | +11.0% |
| 6M | +23.4% | +12.0% | +11.4% | +10.5% |
| YTD | +50.8% | +15.3% | +35.5% | +31.5% |
| 1Y | +57.1% | +22.6% | +34.5% | +29.4% |
| 3Y | +96.1% | +74.7% | +21.4% | +16.4% |
| 5Y | +183.2% | +66.1% | +117.0% | +73.2% |
| 10Y | +517.4% | +225.0% | +292.4% | +104.1% |
| All | +934.5% | +350.1% | +584.5% | +191.3% |
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