-6.1%
SUNB vs VT
+11.8%
-17.9%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | 0.0% | +4.0% | +4.0% |
| 7D | -6.3% | +0.4% | -6.7% | -6.9% |
| 30D | -14.2% | +1.0% | -15.1% | -15.2% |
| 3M | -14.7% | +2.4% | -17.1% | -16.9% |
| 6M | -7.9% | +12.0% | -19.9% | -18.8% |
| All | -6.1% | +11.8% | -17.9% | -16.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling