+0.5%
SUNB vs VLTO
-1.6%
+2.1%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.8% | +6.8% | +6.1% |
| 7D | +9.4% | -2.6% | +12.0% | +9.9% |
| 30D | -6.9% | -2.5% | -4.4% | -6.4% |
| 3M | -11.3% | +10.1% | -21.4% | -11.3% |
| 6M | -1.8% | +1.0% | -2.8% | +3.0% |
| All | +0.5% | -1.6% | +2.1% | +7.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling