+285.9%
VRSN vs SSNC
+169.0%
+116.9%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.9% |
| 7D | -1.5% | -6.7% | +5.2% | +1.6% |
| 30D | +0.7% | -0.8% | +1.5% | +1.1% |
| 3M | +0.6% | +16.1% | -15.5% | -6.1% |
| 6M | +21.7% | +7.9% | +13.8% | +17.0% |
| YTD | +20.0% | -8.7% | +28.7% | +23.9% |
| 1Y | +3.2% | -9.5% | +12.7% | +6.7% |
| 3Y | +42.4% | +47.7% | -5.3% | +14.7% |
| 5Y | +33.0% | +17.6% | +15.3% | +18.1% |
| All | +285.9% | +169.0% | +116.9% | +148.6% |
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