-13.8%
VEEV vs SSNC
+14.9%
-28.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.4% |
| 7D | -8.2% | -6.7% | -1.5% | -4.0% |
| 30D | +10.3% | -0.8% | +11.1% | +11.1% |
| 3M | +59.4% | +16.1% | +43.3% | +45.0% |
| 6M | +37.6% | +7.9% | +29.6% | +30.9% |
| YTD | +16.9% | -8.7% | +25.6% | +23.0% |
| 1Y | -5.0% | -9.5% | +4.5% | +0.3% |
| 3Y | +18.5% | +47.7% | -29.2% | -11.9% |
| 5Y | -13.8% | +17.6% | -31.5% | -23.9% |
| All | -13.8% | +14.9% | -28.7% | -23.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling