+404.6%
VIAV vs SSNC
+173.6%
+231.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.7% | +1.9% | +2.9% |
| 7D | +11.2% | -4.0% | +15.2% | +13.0% |
| 30D | -10.1% | +0.5% | -10.6% | -10.8% |
| 3M | -22.9% | +18.9% | -41.8% | -30.4% |
| 6M | +28.8% | +10.8% | +17.9% | +18.8% |
| YTD | +117.5% | -7.1% | +124.6% | +118.1% |
| 1Y | +216.1% | -9.6% | +225.7% | +221.0% |
| 3Y | +292.2% | +51.1% | +241.1% | +197.6% |
| 5Y | +141.0% | +19.7% | +121.3% | +103.7% |
| All | +404.6% | +173.6% | +231.0% | +187.6% |
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