+54.2%
VRTX vs SSNC
+51.8%
+2.4%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.8% | +0.7% | -2.3% |
| 7D | -3.4% | -1.8% | -1.6% | -3.0% |
| 30D | +6.6% | +1.9% | +4.7% | +6.2% |
| 3M | +19.4% | +18.4% | +1.0% | +15.0% |
| 6M | +15.8% | +7.0% | +8.9% | +13.9% |
| YTD | +16.7% | -6.9% | +23.6% | +18.3% |
| 1Y | +33.8% | -8.2% | +42.0% | +36.0% |
| 3Y | +54.2% | +50.5% | +3.6% | +40.4% |
| All | +54.2% | +51.8% | +2.4% | +40.4% |
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 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