+170.7%
SSNC vs VOO
+325.3%
-154.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +0.8% |
| 7D | -4.0% | -0.8% | -3.3% | -3.2% |
| 30D | +0.5% | -1.1% | +1.6% | +1.7% |
| 3M | +18.9% | +3.9% | +15.0% | +14.1% |
| 6M | +10.8% | +13.6% | -2.8% | -3.6% |
| YTD | -7.1% | +12.7% | -19.9% | -18.5% |
| 1Y | -9.6% | +17.6% | -27.2% | -24.2% |
| 3Y | +51.1% | +77.3% | -26.3% | -19.2% |
| 5Y | +19.7% | +84.1% | -64.5% | -38.7% |
| All | +170.7% | +325.3% | -154.6% | -44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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