-15.2%
SUNS vs VOO
+40.5%
-55.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.7% |
| 7D | -0.8% | -0.4% | -0.4% | -0.5% |
| 30D | -4.3% | -1.4% | -2.9% | -3.2% |
| 3M | -10.1% | +3.7% | -13.8% | -12.9% |
| 6M | -14.0% | +13.0% | -27.0% | -22.3% |
| YTD | -15.5% | +12.4% | -27.9% | -23.3% |
| 1Y | -23.4% | +18.6% | -42.0% | -33.6% |
| All | -15.2% | +40.5% | -55.8% | -35.7% |
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