+800.0%
VGT vs SSNC
+173.6%
+626.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.5% | +0.3% |
| 7D | -0.2% | -4.0% | +3.9% | +1.9% |
| 30D | -0.4% | +0.5% | -1.0% | -0.9% |
| 3M | +4.4% | +18.9% | -14.5% | -5.8% |
| 6M | +32.1% | +10.8% | +21.2% | +23.0% |
| YTD | +28.8% | -7.1% | +35.9% | +31.3% |
| 1Y | +35.3% | -9.6% | +45.0% | +39.6% |
| 3Y | +124.8% | +51.1% | +73.7% | +72.3% |
| 5Y | +137.9% | +19.7% | +118.3% | +105.7% |
| All | +800.0% | +173.6% | +626.4% | +438.4% |
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