+1,984.7%
V vs SSNC
+1,021.7%
+963.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.9% |
| 7D | -0.4% | +1.4% | -1.7% | -1.0% |
| 30D | +6.3% | -2.6% | +9.0% | +7.4% |
| 3M | +17.2% | -0.6% | +17.8% | +17.2% |
| 6M | +29.2% | +19.9% | +9.4% | +18.4% |
| YTD | +20.8% | -8.2% | +29.0% | +23.8% |
| 1Y | +25.0% | -5.5% | +30.6% | +26.5% |
| 3Y | +75.3% | +56.8% | +18.5% | +40.4% |
| 5Y | +105.8% | +7.8% | +98.0% | +92.2% |
| 10Y | +451.9% | +183.3% | +268.5% | +249.2% |
| All | +1,984.7% | +1,021.7% | +963.0% | +726.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling