+1,154.3%
SSNC vs VT
+420.5%
+733.8%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.1% | -1.1% |
| 7D | +0.6% | +0.4% | +0.2% | +0.2% |
| 30D | +6.0% | +1.0% | +5.1% | +5.0% |
| 3M | +21.0% | +2.4% | +18.6% | +17.4% |
| 6M | +12.1% | +12.0% | +0.1% | -1.2% |
| YTD | -3.2% | +15.3% | -18.6% | -17.2% |
| 1Y | -4.4% | +22.6% | -26.9% | -23.3% |
| 3Y | +51.6% | +74.7% | -23.1% | -15.7% |
| 5Y | +21.1% | +66.1% | -45.1% | -29.0% |
| 10Y | +177.7% | +225.0% | -47.3% | -13.4% |
| All | +1,154.3% | +420.5% | +733.8% | +167.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling