+310.3%
IVV vs SSNC
+184.6%
+125.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | +2.6% | +2.3% | +0.3% | +1.6% |
| 30D | -2.0% | -3.1% | +1.1% | -1.0% |
| 3M | -2.8% | -2.7% | 0.0% | -2.1% |
| 6M | +2.2% | +23.7% | -21.5% | -7.8% |
| YTD | +11.5% | -8.0% | +19.6% | +13.6% |
| 1Y | +13.5% | -4.7% | +18.2% | +13.7% |
| 3Y | +78.1% | +58.0% | +20.1% | +40.6% |
| 5Y | +73.1% | +8.0% | +65.1% | +59.3% |
| All | +310.3% | +184.6% | +125.7% | +177.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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