+55.2%
SSNC vs VT
+69.4%
-14.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.1% | +2.5% | +1.3% |
| 7D | -2.8% | -4.2% | +1.3% | 0.0% |
| 30D | +0.4% | -5.8% | +6.2% | +4.6% |
| 3M | -0.7% | -5.2% | +4.5% | +3.0% |
| 6M | +13.9% | +0.1% | +13.8% | +12.4% |
| YTD | -9.4% | +8.2% | -17.6% | -16.7% |
| 1Y | -7.4% | +10.1% | -17.5% | -16.2% |
| All | +55.2% | +69.4% | -14.2% | -14.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling