+71.6%
SUNC price history and return analytics
+16.9%
+54.7%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +2.3% |
| 7D | +3.7% | +1.0% | +2.7% | +4.0% |
| 30D | +15.5% | -0.2% | +15.7% | +15.4% |
| 3M | +24.8% | +4.5% | +20.2% | +26.1% |
| 6M | +39.8% | +14.1% | +25.7% | +42.5% |
| YTD | +73.2% | +14.8% | +58.5% | +77.5% |
| All | +71.6% | +16.9% | +54.7% | +76.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling