+49.3%
SSNC vs VIG
+55.4%
-6.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -0.8% |
| 7D | -3.9% | -1.2% | -2.7% | -2.6% |
| 30D | -0.2% | -2.8% | +2.6% | +3.2% |
| 3M | +15.9% | +2.5% | +13.5% | +12.9% |
| 6M | +7.5% | +8.1% | -0.6% | -1.6% |
| YTD | -8.2% | +9.6% | -17.8% | -17.2% |
| 1Y | -9.3% | +14.2% | -23.5% | -22.1% |
| All | +49.3% | +55.4% | -6.1% | -16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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