-6.1%
SUNB vs VO
+9.1%
-15.2%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.2% | +4.1% | +4.4% |
| 7D | -6.3% | -0.3% | -6.0% | -5.7% |
| 30D | -14.2% | -0.3% | -13.8% | -13.4% |
| 3M | -14.7% | +2.9% | -17.7% | -18.7% |
| 6M | -7.9% | +9.3% | -17.3% | -19.5% |
| All | -6.1% | +9.1% | -15.2% | -16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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