+78.1%
VOO vs SSNC
+58.0%
+20.1%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.5% | -0.4% |
| 7D | +2.6% | +2.3% | +0.3% | +1.9% |
| 30D | -2.0% | -3.1% | +1.1% | -1.4% |
| 3M | -2.8% | -2.7% | 0.0% | -2.3% |
| 6M | +2.2% | +23.7% | -21.5% | -5.2% |
| YTD | +11.5% | -8.0% | +19.6% | +15.3% |
| 1Y | +13.5% | -4.7% | +18.2% | +15.5% |
| 3Y | +78.1% | +58.0% | +20.1% | +50.5% |
| All | +78.1% | +58.0% | +20.1% | +50.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling