-100.0%
SUNE vs VOO
+321.7%
-421.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -25.3% | -0.6% | -24.7% | -24.7% |
| 7D | +49.8% | -2.0% | +51.8% | +52.5% |
| 30D | +30.6% | -1.7% | +32.3% | +32.4% |
| 3M | +29.6% | +4.7% | +24.9% | +24.0% |
| 6M | +169.6% | +12.6% | +157.0% | +146.1% |
| YTD | +227.2% | +11.8% | +215.4% | +201.2% |
| 1Y | +129.3% | +17.5% | +111.7% | +104.2% |
| 3Y | -100.0% | +77.0% | -177.0% | -100.0% |
| 5Y | -100.0% | +82.6% | -182.6% | -100.0% |
| All | -100.0% | +321.7% | -421.7% | -100.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling