+13.8%
VRT vs SSNC
-3.9%
+17.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -1.6% | -11.3% | -13.6% |
| 7D | -15.4% | -1.1% | -14.2% | -15.9% |
| 30D | -19.0% | +0.6% | -19.6% | -18.3% |
| 3M | -23.8% | -1.5% | -22.4% | -23.9% |
| 6M | -37.9% | +15.8% | -53.7% | -30.6% |
| YTD | +27.0% | -8.0% | +34.9% | +42.1% |
| 1Y | +13.8% | -5.8% | +19.6% | +24.7% |
| All | +13.8% | -3.9% | +17.7% | +24.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling