-5.8%
SSNC vs VO
+16.3%
-22.1%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -2.2% |
| 7D | -1.1% | +1.0% | -2.1% | -1.8% |
| 30D | +0.6% | +2.6% | -2.0% | -1.1% |
| 3M | -1.5% | -0.3% | -1.2% | -1.4% |
| 6M | +15.8% | +7.6% | +8.2% | +9.9% |
| YTD | -8.0% | +14.7% | -22.7% | -16.6% |
| 1Y | -5.8% | +16.4% | -22.3% | -15.6% |
| All | -5.8% | +16.3% | -22.1% | -15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling