+247.7%
VEA vs SSNC
+1,037.0%
-789.3%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.8% | +3.4% | +0.9% |
| 7D | +1.9% | -1.8% | +3.6% | +2.4% |
| 30D | +0.8% | +1.9% | -1.1% | 0.0% |
| 3M | +5.7% | +18.4% | -12.7% | -1.0% |
| 6M | +13.3% | +7.0% | +6.3% | +9.6% |
| YTD | +18.4% | -6.9% | +25.3% | +19.8% |
| 1Y | +27.0% | -8.2% | +35.1% | +28.8% |
| 3Y | +79.3% | +50.5% | +28.7% | +50.8% |
| 5Y | +62.1% | +17.4% | +44.7% | +47.0% |
| 10Y | +160.3% | +164.9% | -4.7% | +71.1% |
| All | +247.7% | +1,037.0% | -789.3% | +28.3% |
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