+425.2%
VIAV vs SSNC
+1,015.4%
-590.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.5% | -4.0% | -4.3% |
| 7D | +11.2% | -6.7% | +18.0% | +14.8% |
| 30D | -2.6% | -0.8% | -1.8% | -2.8% |
| 3M | -20.1% | +16.1% | -36.2% | -27.8% |
| 6M | +25.8% | +7.9% | +17.9% | +16.6% |
| YTD | +109.9% | -8.7% | +118.6% | +110.6% |
| 1Y | +214.3% | -9.5% | +223.8% | +216.2% |
| 3Y | +281.6% | +47.7% | +234.0% | +190.3% |
| 5Y | +132.6% | +17.6% | +114.9% | +97.0% |
| 10Y | +396.7% | +167.7% | +228.9% | +151.2% |
| All | +425.2% | +1,015.4% | -590.2% | -13.0% |
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