+543.1%
VEEV vs SSNC
+173.6%
+369.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | -0.4% |
| 7D | -4.6% | -4.0% | -0.6% | -2.3% |
| 30D | +8.6% | +0.5% | +8.1% | +8.5% |
| 3M | +62.4% | +18.9% | +43.5% | +47.2% |
| 6M | +40.3% | +10.8% | +29.4% | +32.4% |
| YTD | +17.5% | -7.1% | +24.7% | +22.2% |
| 1Y | -6.1% | -9.6% | +3.5% | -1.2% |
| 3Y | +16.7% | +51.1% | -34.4% | -9.5% |
| 5Y | -13.3% | +19.7% | -33.0% | -24.1% |
| All | +543.1% | +173.6% | +369.6% | +251.7% |
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