+167.5%
SSNC vs VO
+200.7%
-33.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -0.5% |
| 7D | -3.9% | -0.6% | -3.3% | -3.3% |
| 30D | -0.2% | -1.9% | +1.7% | +1.9% |
| 3M | +15.9% | +3.3% | +12.7% | +12.0% |
| 6M | +7.5% | +9.7% | -2.2% | -2.8% |
| YTD | -8.2% | +12.6% | -20.8% | -19.3% |
| 1Y | -9.3% | +13.6% | -23.0% | -21.1% |
| 3Y | +48.5% | +56.8% | -8.4% | -8.1% |
| 5Y | +16.0% | +42.3% | -26.3% | -20.7% |
| All | +167.5% | +200.7% | -33.1% | -16.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling