-0.5%
SUNB price history and return analytics
+10.6%
-11.1%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -1.9% |
| 7D | +6.0% | -1.1% | +7.1% | +7.5% |
| 30D | -9.7% | -1.0% | -8.7% | -8.5% |
| 3M | -9.8% | +3.2% | -13.0% | -12.8% |
| 6M | +3.1% | +12.5% | -9.4% | -9.4% |
| All | -0.5% | +10.6% | -11.1% | -9.7% |
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