+183.4%
SSNC vs VT
+222.7%
-39.2%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.6% |
| 7D | +1.4% | +2.9% | -1.5% | -1.7% |
| 30D | -2.6% | -2.5% | -0.1% | -0.3% |
| 3M | -0.6% | -3.3% | +2.7% | +2.6% |
| 6M | +19.9% | +1.5% | +18.4% | +16.4% |
| YTD | -8.2% | +11.4% | -19.5% | -19.9% |
| 1Y | -5.5% | +11.9% | -17.5% | -18.1% |
| 3Y | +56.8% | +73.9% | -17.1% | -18.2% |
| 5Y | +7.8% | +57.9% | -50.1% | -36.9% |
| All | +183.4% | +222.7% | -39.2% | -29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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