-26.6%
VRSK vs SSNC
+49.3%
-75.8%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.6% |
| 7D | -5.2% | -4.0% | -1.1% | -3.3% |
| 30D | -2.3% | +0.5% | -2.8% | -2.4% |
| 3M | -2.9% | +18.9% | -21.8% | -10.3% |
| 6M | -12.8% | +10.8% | -23.6% | -17.2% |
| YTD | -20.8% | -7.1% | -13.7% | -19.7% |
| 1Y | -33.2% | -9.6% | -23.6% | -31.7% |
| 3Y | -26.6% | +51.1% | -77.6% | -35.8% |
| All | -26.6% | +49.3% | -75.8% | -35.8% |
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