+822.6%
VOO vs SSNC
+1,139.2%
-316.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.8% | +3.3% | +0.9% |
| 7D | +0.5% | -1.8% | +2.3% | +1.2% |
| 30D | -0.9% | +1.9% | -2.8% | -1.7% |
| 3M | +3.9% | +18.4% | -14.5% | -3.1% |
| 6M | +14.5% | +7.0% | +7.6% | +10.6% |
| YTD | +13.0% | -6.9% | +19.9% | +14.5% |
| 1Y | +19.4% | -8.2% | +27.6% | +21.5% |
| 3Y | +78.9% | +50.5% | +28.3% | +49.3% |
| 5Y | +82.3% | +17.4% | +64.9% | +65.4% |
| 10Y | +314.2% | +164.9% | +149.3% | +176.8% |
| All | +822.6% | +1,139.2% | -316.6% | +273.5% |
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 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