+5.8%
SSNC vs VT
+53.4%
-47.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -1.0% |
| 7D | -3.3% | -2.3% | -1.0% | -1.4% |
| 30D | -1.3% | -5.0% | +3.7% | +3.2% |
| 3M | -2.3% | -4.9% | +2.6% | +1.9% |
| 6M | +12.6% | -1.5% | +14.2% | +13.0% |
| YTD | -10.1% | +8.5% | -18.6% | -18.5% |
| 1Y | -6.6% | +11.4% | -17.9% | -17.6% |
| 3Y | +54.0% | +70.1% | -16.1% | -14.1% |
| All | +5.8% | +53.4% | -47.6% | -34.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling