+1,154.3%
SSNC vs VEU
+216.7%
+937.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.6% |
| 7D | +0.6% | +1.1% | -0.5% | -0.3% |
| 30D | +6.0% | +2.2% | +3.9% | +4.1% |
| 3M | +21.0% | +3.0% | +18.0% | +16.9% |
| 6M | +12.1% | +10.9% | +1.2% | +0.8% |
| YTD | -3.2% | +18.2% | -21.4% | -18.0% |
| 1Y | -4.4% | +28.3% | -32.6% | -24.8% |
| 3Y | +51.6% | +74.6% | -23.0% | -9.7% |
| 5Y | +21.1% | +56.4% | -35.3% | -20.6% |
| 10Y | +177.7% | +153.0% | +24.7% | +23.8% |
| All | +1,154.3% | +216.7% | +937.6% | +372.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 all: compounded portfolio wealth divided by compounded VEU 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…
all analysis · Full analysis span regression · 6 months rolling