+304.4%
VRSN vs SSNC
+184.6%
+119.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | +1.4% | +2.3% | -0.9% | +0.4% |
| 30D | +3.9% | -3.1% | +7.0% | +5.1% |
| 3M | +9.3% | -2.7% | +12.1% | +10.4% |
| 6M | +6.7% | +23.7% | -17.0% | -3.6% |
| YTD | +30.0% | -8.0% | +38.1% | +33.4% |
| 1Y | +26.0% | -4.7% | +30.7% | +27.1% |
| 3Y | +53.1% | +58.0% | -4.9% | +18.9% |
| 5Y | +35.0% | +8.0% | +27.0% | +23.9% |
| All | +304.4% | +184.6% | +119.8% | +155.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling