+73.4%
SUNC vs VOO
+13.7%
+59.7%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.5% | +0.9% |
| 7D | +5.6% | -0.4% | +6.0% | +5.5% |
| 30D | +13.6% | -1.4% | +15.0% | +13.2% |
| 3M | +28.4% | +3.7% | +24.7% | +29.4% |
| 6M | +42.4% | +13.0% | +29.3% | +45.6% |
| YTD | +75.1% | +12.4% | +62.6% | +79.1% |
| All | +73.4% | +13.7% | +59.7% | +78.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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