-100.0%
SUNE price history and return analytics
+224.4%
-324.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.1% | -6.8% | -6.9% |
| 7D | -11.8% | -0.7% | -11.1% | -11.0% |
| 30D | -12.2% | -1.7% | -10.5% | -10.1% |
| 3M | -22.1% | -2.3% | -19.8% | -20.0% |
| 6M | +24.8% | +1.5% | +23.3% | +24.3% |
| YTD | +95.1% | +12.0% | +83.1% | +77.4% |
| 1Y | +44.6% | +12.9% | +31.7% | +31.1% |
| 3Y | -100.0% | +74.9% | -174.9% | -100.0% |
| 5Y | -100.0% | +59.9% | -159.9% | -100.0% |
| 10Y | -100.0% | +224.6% | -324.6% | -100.0% |
| All | -100.0% | +224.4% | -324.4% | -100.0% |
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