+8.0%
SSNC vs VCLT
-16.7%
+24.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.4% |
| 7D | +2.3% | -2.3% | +4.6% | +3.6% |
| 30D | -3.1% | +0.8% | -3.9% | -3.5% |
| 3M | -2.7% | -2.7% | -0.1% | -1.3% |
| 6M | +23.7% | -4.3% | +28.0% | +26.7% |
| YTD | -8.0% | -4.3% | -3.7% | -5.8% |
| 1Y | -4.7% | -4.4% | -0.3% | -2.4% |
| 3Y | +58.0% | +13.8% | +44.2% | +46.8% |
| All | +8.0% | -16.7% | +24.7% | +6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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