+17.6%
SSNC vs VIG
+61.5%
-43.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | 0.0% |
| 7D | -6.7% | -2.2% | -4.5% | -4.3% |
| 30D | -0.8% | -3.2% | +2.4% | +3.1% |
| 3M | +16.1% | +3.0% | +13.0% | +12.2% |
| 6M | +7.9% | +8.1% | -0.2% | -1.4% |
| YTD | -8.7% | +9.1% | -17.8% | -17.4% |
| 1Y | -9.5% | +12.6% | -22.1% | -21.2% |
| 3Y | +47.7% | +55.4% | -7.7% | -12.1% |
| 5Y | +17.6% | +62.8% | -45.1% | -33.2% |
| All | +17.6% | +61.5% | -43.8% | -33.2% |
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