-16.7%
SUNS price history and return analytics
+44.4%
-61.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.9% |
| 7D | -2.8% | -1.1% | -1.7% | -1.9% |
| 30D | -3.2% | -1.0% | -2.2% | -2.4% |
| 3M | -11.4% | +3.2% | -14.6% | -14.0% |
| 6M | -14.0% | +12.5% | -26.5% | -22.8% |
| YTD | -16.9% | +14.1% | -31.0% | -26.5% |
| 1Y | -25.8% | +18.9% | -44.7% | -36.9% |
| All | -16.7% | +44.4% | -61.1% | -40.3% |
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