-14.3%
SUNS vs VT
+45.3%
-59.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.4% |
| 7D | +0.1% | +1.0% | -0.9% | -0.7% |
| 30D | -4.1% | -0.2% | -3.9% | -4.0% |
| 3M | -7.2% | +4.5% | -11.8% | -11.0% |
| 6M | -14.4% | +14.1% | -28.4% | -24.1% |
| YTD | -14.5% | +14.8% | -29.3% | -24.8% |
| 1Y | -22.1% | +21.2% | -43.3% | -35.0% |
| All | -14.3% | +45.3% | -59.6% | -38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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