-6.1%
SUNB vs VLTO
+0.1%
-6.2%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.6% | +5.5% | +4.3% |
| 7D | -6.3% | -2.3% | -4.0% | -5.8% |
| 30D | -14.2% | -0.9% | -13.3% | -13.9% |
| 3M | -14.7% | +13.8% | -28.6% | -15.1% |
| 6M | -7.9% | +2.0% | -9.9% | -3.5% |
| All | -6.1% | +0.1% | -6.2% | -0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 1y: compounded portfolio wealth divided by compounded VLTO 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…
1y analysis · Full analysis span regression · 6 months rolling