+644.6%
VRT vs SSNC
+51.8%
+592.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.8% | +7.5% | +4.4% |
| 7D | +13.6% | -1.8% | +15.4% | +13.9% |
| 30D | +6.8% | +1.9% | +4.9% | +6.2% |
| 3M | -3.2% | +18.4% | -21.6% | -7.1% |
| 6M | +20.3% | +7.0% | +13.4% | +20.3% |
| YTD | +79.6% | -6.9% | +86.5% | +92.9% |
| 1Y | +139.0% | -8.2% | +147.2% | +158.7% |
| 3Y | +644.6% | +50.5% | +594.1% | +534.0% |
| All | +644.6% | +51.8% | +592.8% | +534.0% |
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