+1,154.3%
SSNC vs VO
+541.3%
+613.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.0% |
| 7D | +0.6% | -0.3% | +0.9% | +0.9% |
| 30D | +6.0% | -0.3% | +6.4% | +6.4% |
| 3M | +21.0% | +2.9% | +18.0% | +17.3% |
| 6M | +12.1% | +9.3% | +2.7% | +2.1% |
| YTD | -3.2% | +14.2% | -17.4% | -15.6% |
| 1Y | -4.4% | +15.3% | -19.6% | -17.4% |
| 3Y | +51.6% | +56.2% | -4.6% | -3.5% |
| 5Y | +21.1% | +42.4% | -21.4% | -15.7% |
| 10Y | +177.7% | +194.7% | -17.1% | -3.8% |
| All | +1,154.3% | +541.3% | +613.0% | +137.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling