+9.5%
V vs SSNC
-9.9%
+19.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | -3.0% | -6.7% | +3.7% | -0.7% |
| 30D | +1.2% | -0.8% | +2.0% | +1.5% |
| 3M | +13.9% | +16.1% | -2.1% | +8.1% |
| 6M | +17.2% | +7.9% | +9.3% | +13.7% |
| YTD | +5.3% | -8.7% | +14.0% | +9.0% |
| 1Y | +9.5% | -9.5% | +19.0% | +15.0% |
| All | +9.5% | -9.9% | +19.4% | +15.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling