+112.0%
VSH vs SSNC
-3.0%
+115.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.2% | +5.6% | +4.0% |
| 7D | +4.1% | +0.6% | +3.4% | +4.3% |
| 30D | -4.2% | +6.0% | -10.2% | -2.1% |
| 3M | -50.0% | +21.0% | -70.9% | -45.2% |
| 6M | +80.2% | +12.1% | +68.1% | +99.9% |
| YTD | +121.1% | -3.2% | +124.3% | +157.3% |
| 1Y | +112.0% | -4.4% | +116.4% | +155.2% |
| All | +112.0% | -3.0% | +115.0% | +155.2% |
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 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