-16.6%
SUNS price history and return analytics
+43.1%
-59.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.8% | -0.9% |
| 7D | -2.5% | -2.0% | -0.5% | -0.8% |
| 30D | -2.8% | -1.4% | -1.4% | -1.6% |
| 3M | -10.3% | +4.7% | -15.0% | -14.1% |
| 6M | -15.1% | +11.4% | -26.5% | -23.1% |
| YTD | -16.8% | +13.1% | -29.9% | -25.8% |
| 1Y | -24.6% | +19.0% | -43.6% | -36.0% |
| All | -16.6% | +43.1% | -59.8% | -39.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling