+70.1%
SUNE vs VOO
+14.7%
+55.5%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.6% | +1.1% | -1.2% |
| 7D | +16.9% | -0.7% | +17.6% | +19.0% |
| 30D | +0.4% | -1.1% | +1.5% | +3.6% |
| 3M | -7.7% | -0.3% | -7.4% | -7.1% |
| 6M | +59.4% | +7.4% | +52.1% | +35.8% |
| YTD | +121.4% | +13.4% | +108.0% | +69.2% |
| 1Y | +70.1% | +14.8% | +55.3% | +23.6% |
| All | +70.1% | +14.7% | +55.5% | +23.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling