+195.2%
SUN price history and return analytics
+65.7%
+129.5%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.8% | +1.4% |
| 7D | +1.8% | -0.1% | +1.9% | +1.8% |
| 30D | +8.3% | -0.7% | +8.9% | +8.5% |
| 3M | +22.8% | +4.0% | +18.8% | +20.2% |
| 6M | +26.5% | +12.3% | +14.2% | +18.6% |
| YTD | +55.2% | +14.0% | +41.2% | +44.1% |
| 1Y | +62.0% | +20.3% | +41.6% | +45.7% |
| 3Y | +109.4% | +75.4% | +34.0% | +52.3% |
| 5Y | +195.2% | +66.0% | +129.2% | +117.8% |
| All | +195.2% | +65.7% | +129.5% | +117.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling