-9.5%
SSNC vs VO
+12.4%
-21.9%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | +0.1% |
| 7D | -6.7% | -2.5% | -4.3% | -5.0% |
| 30D | -0.8% | -3.2% | +2.4% | +1.5% |
| 3M | +16.1% | +3.9% | +12.1% | +12.9% |
| 6M | +7.9% | +9.6% | -1.7% | +0.3% |
| YTD | -8.7% | +11.6% | -20.3% | -16.3% |
| 1Y | -9.5% | +12.6% | -22.1% | -17.2% |
| All | -9.5% | +12.4% | -21.9% | -17.2% |
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