+55.6%
VFC vs SSNC
-3.9%
+59.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.6% | +6.1% | +5.0% |
| 7D | +21.5% | -1.1% | +22.6% | +22.0% |
| 30D | +46.7% | +0.6% | +46.1% | +46.0% |
| 3M | +38.4% | -1.5% | +39.9% | +38.7% |
| 6M | +15.2% | +15.8% | -0.6% | +9.1% |
| YTD | +17.8% | -8.0% | +25.8% | +30.1% |
| 1Y | +55.6% | -5.8% | +61.4% | +64.1% |
| All | +55.6% | -3.9% | +59.5% | +64.1% |
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