+1,892.1%
VGT vs SSNC
+1,021.3%
+870.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.2% | +0.5% |
| 7D | +1.5% | -3.9% | +5.4% | +3.2% |
| 30D | +0.5% | -0.2% | +0.7% | +0.5% |
| 3M | +5.3% | +15.9% | -10.7% | -2.6% |
| 6M | +32.4% | +7.5% | +25.0% | +26.3% |
| YTD | +28.6% | -8.2% | +36.8% | +31.2% |
| 1Y | +37.6% | -9.3% | +47.0% | +40.9% |
| 3Y | +125.5% | +48.5% | +77.0% | +82.6% |
| 5Y | +135.2% | +16.0% | +119.2% | +112.1% |
| 10Y | +812.9% | +169.2% | +643.7% | +478.0% |
| All | +1,892.1% | +1,021.3% | +870.8% | +627.9% |
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 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