+631.1%
VRT vs SSNC
+6.7%
+624.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.2% | -4.3% | -3.8% |
| 7D | -17.7% | -2.5% | -15.1% | -16.3% |
| 30D | -20.0% | -2.7% | -17.3% | -19.3% |
| 3M | -28.1% | -0.8% | -27.2% | -28.5% |
| 6M | -42.8% | +15.5% | -58.4% | -49.7% |
| YTD | +20.0% | -8.8% | +28.8% | +24.5% |
| 1Y | +3.5% | -5.8% | +9.3% | +4.3% |
| 3Y | +366.1% | +55.7% | +310.4% | +176.2% |
| All | +631.1% | +6.7% | +624.4% | +560.4% |
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