-22.1%
SUNS vs VT
+21.4%
-43.5%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.3% |
| 7D | +0.1% | +1.0% | -0.9% | -0.6% |
| 30D | -4.1% | -0.2% | -3.9% | -4.0% |
| 3M | -7.2% | +4.5% | -11.8% | -10.5% |
| 6M | -14.4% | +14.1% | -28.4% | -22.5% |
| YTD | -14.5% | +14.8% | -29.3% | -23.1% |
| 1Y | -22.1% | +21.2% | -43.3% | -33.3% |
| All | -22.1% | +21.4% | -43.5% | -33.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling