-9.5%
SSNC vs VOO
+17.3%
-26.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.2% |
| 7D | -6.7% | -2.0% | -4.8% | -5.7% |
| 30D | -0.8% | -1.7% | +0.9% | +0.1% |
| 3M | +16.1% | +4.7% | +11.3% | +13.1% |
| 6M | +7.9% | +12.6% | -4.6% | -0.9% |
| YTD | -8.7% | +11.8% | -20.5% | -15.3% |
| 1Y | -9.5% | +17.5% | -27.0% | -19.4% |
| All | -9.5% | +17.3% | -26.8% | -19.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling