+53.1%
VRSN vs SSNC
+58.0%
-4.9%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | +1.4% | +2.3% | -0.9% | +0.6% |
| 30D | +3.9% | -3.1% | +7.0% | +4.7% |
| 3M | +9.3% | -2.7% | +12.1% | +10.1% |
| 6M | +6.7% | +23.7% | -17.0% | -0.8% |
| YTD | +30.0% | -8.0% | +38.1% | +31.4% |
| 1Y | +26.0% | -4.7% | +30.7% | +26.0% |
| 3Y | +53.1% | +58.0% | -4.9% | +30.8% |
| All | +53.1% | +58.0% | -4.9% | +30.8% |
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