+50.5%
SSNC vs VO
+57.7%
-7.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.3% | -3.3% |
| 7D | -1.8% | +0.6% | -2.4% | -2.3% |
| 30D | +1.9% | -1.1% | +3.0% | +3.0% |
| 3M | +18.4% | +4.5% | +13.8% | +13.4% |
| 6M | +7.0% | +11.1% | -4.1% | -3.7% |
| YTD | -6.9% | +13.5% | -20.5% | -18.0% |
| 1Y | -8.2% | +14.5% | -22.6% | -19.8% |
| 3Y | +50.5% | +58.1% | -7.6% | -8.1% |
| All | +50.5% | +57.7% | -7.2% | -8.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling