-100.0%
SUNE vs VOO
+803.9%
-903.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.6% | -2.7% |
| 7D | -2.5% | +3.3% | -5.8% | -5.4% |
| 30D | -15.2% | -2.7% | -12.5% | -12.8% |
| 3M | -25.6% | -1.7% | -23.8% | -24.3% |
| 6M | +27.5% | +3.1% | +24.3% | +25.5% |
| YTD | +89.3% | +11.9% | +77.4% | +74.8% |
| 1Y | +39.3% | +12.1% | +27.2% | +29.0% |
| 3Y | -100.0% | +78.6% | -178.6% | -100.0% |
| 5Y | -100.0% | +73.8% | -173.8% | -100.0% |
| 10Y | -100.0% | +312.3% | -412.3% | -100.0% |
| All | -100.0% | +803.9% | -903.9% | -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 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