+8.0%
SSNC vs VIG
+64.4%
-56.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +2.3% | +3.5% | -1.2% | -1.7% |
| 30D | -3.1% | +4.9% | -8.0% | -8.5% |
| 3M | -2.7% | +2.5% | -5.3% | -5.6% |
| 6M | +23.7% | +11.0% | +12.7% | +9.4% |
| YTD | -8.0% | +16.0% | -24.0% | -22.8% |
| 1Y | -4.7% | +17.5% | -22.3% | -21.3% |
| 3Y | +58.0% | +67.0% | -9.0% | -14.1% |
| All | +8.0% | +64.4% | -56.4% | -40.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling