+47.1%
VSAT vs SSNC
+15.9%
+31.2%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.4% | -5.6% | -6.1% |
| 7D | +3.5% | -3.9% | +7.4% | +6.0% |
| 30D | -14.7% | -0.2% | -14.5% | -14.9% |
| 3M | +13.2% | +15.9% | -2.8% | +0.7% |
| 6M | +57.4% | +7.5% | +49.9% | +47.3% |
| YTD | +110.0% | -8.2% | +118.2% | +120.2% |
| 1Y | +134.4% | -9.3% | +143.7% | +148.4% |
| 3Y | +203.5% | +48.5% | +155.1% | +121.8% |
| 5Y | +47.1% | +16.0% | +31.1% | +6.7% |
| All | +47.1% | +15.9% | +31.2% | +6.7% |
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