+1,245.9%
VRSN vs SSNC
+1,082.2%
+163.7%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.7% | 0.0% |
| 7D | +0.1% | +0.6% | -0.6% | -0.2% |
| 30D | -0.2% | +6.0% | -6.2% | -2.5% |
| 3M | -0.3% | +21.0% | -21.3% | -7.7% |
| 6M | +23.0% | +12.1% | +10.9% | +17.1% |
| YTD | +21.3% | -3.2% | +24.6% | +21.9% |
| 1Y | +6.7% | -4.4% | +11.1% | +7.6% |
| 3Y | +45.0% | +51.6% | -6.7% | +19.6% |
| 5Y | +35.0% | +21.1% | +13.9% | +21.1% |
| 10Y | +276.3% | +177.7% | +98.7% | +142.8% |
| All | +1,245.9% | +1,082.2% | +163.7% | +414.6% |
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 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