+150.2%
VSAT vs SSNC
-3.0%
+153.2%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.2% | +6.2% | +5.0% |
| 7D | +11.8% | +0.6% | +11.2% | +11.8% |
| 30D | -7.0% | +6.0% | -13.1% | -7.2% |
| 3M | +3.3% | +21.0% | -17.7% | +4.8% |
| 6M | +57.4% | +12.1% | +45.4% | +64.6% |
| YTD | +118.6% | -3.2% | +121.8% | +147.4% |
| 1Y | +150.2% | -4.4% | +154.6% | +192.5% |
| All | +150.2% | -3.0% | +153.2% | +192.5% |
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