+916.4%
VRT vs SSNC
+14.9%
+901.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.5% | -5.1% | -5.3% |
| 7D | -7.7% | -6.7% | -1.0% | -4.0% |
| 30D | -12.0% | -0.8% | -11.1% | -11.8% |
| 3M | -11.7% | +16.1% | -27.7% | -21.2% |
| 6M | -8.1% | +7.9% | -16.0% | -14.7% |
| YTD | +53.2% | -8.7% | +61.9% | +60.0% |
| 1Y | +81.7% | -9.5% | +91.2% | +89.9% |
| 3Y | +535.3% | +47.7% | +487.6% | +307.0% |
| 5Y | +916.4% | +17.6% | +898.7% | +749.1% |
| All | +916.4% | +14.9% | +901.5% | +749.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling