+1,202.7%
SSNC vs VOO
+817.1%
+385.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.8% |
| 7D | +0.6% | +0.1% | +0.5% | +0.5% |
| 30D | +6.0% | +0.1% | +6.0% | +6.0% |
| 3M | +21.0% | +2.0% | +19.0% | +17.9% |
| 6M | +12.1% | +13.0% | -0.9% | -2.3% |
| YTD | -3.2% | +13.6% | -16.8% | -16.0% |
| 1Y | -4.4% | +20.1% | -24.4% | -21.9% |
| 3Y | +51.6% | +77.6% | -25.9% | -19.7% |
| 5Y | +21.1% | +82.4% | -61.4% | -37.9% |
| 10Y | +177.7% | +316.8% | -139.2% | -42.1% |
| All | +1,202.7% | +817.1% | +385.6% | +37.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling