+455.4%
V vs SSNC
+184.6%
+270.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | -0.2% |
| 7D | +0.8% | -2.5% | +3.3% | +2.1% |
| 30D | +9.9% | -2.7% | +12.7% | +11.3% |
| 3M | +17.5% | -0.8% | +18.3% | +17.6% |
| 6M | +33.5% | +15.5% | +17.9% | +22.4% |
| YTD | +21.6% | -8.8% | +30.4% | +25.6% |
| 1Y | +27.6% | -5.8% | +33.4% | +29.5% |
| 3Y | +76.4% | +55.7% | +20.7% | +34.3% |
| 5Y | +103.8% | +6.7% | +97.2% | +88.2% |
| All | +455.4% | +184.6% | +270.8% | +232.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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