+1.5%
VSAT vs SSNC
+173.6%
-172.1%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.8% |
| 7D | -1.3% | -4.0% | +2.7% | +1.0% |
| 30D | -14.8% | +0.5% | -15.3% | -15.3% |
| 3M | +2.2% | +18.9% | -16.7% | -9.8% |
| 6M | +60.2% | +10.8% | +49.4% | +46.8% |
| YTD | +115.6% | -7.1% | +122.8% | +119.4% |
| 1Y | +132.9% | -9.6% | +142.5% | +141.1% |
| 3Y | +216.1% | +51.1% | +165.0% | +140.5% |
| 5Y | +52.9% | +19.7% | +33.3% | +29.2% |
| All | +1.5% | +173.6% | -172.1% | -41.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling