+237.5%
VIK vs SSNC
+34.7%
+202.8%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.8% | +6.5% | +4.6% |
| 7D | +3.6% | -1.8% | +5.4% | +4.4% |
| 30D | -16.7% | +1.9% | -18.6% | -17.9% |
| 3M | -1.1% | +18.4% | -19.5% | -10.9% |
| 6M | +27.8% | +7.0% | +20.9% | +22.8% |
| YTD | +23.3% | -6.9% | +30.3% | +30.0% |
| 1Y | +38.2% | -8.2% | +46.4% | +47.2% |
| All | +237.5% | +34.7% | +202.8% | +192.9% |
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