+67.0%
VSH vs SSNC
+15.9%
+51.1%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.1% | +1.4% |
| 7D | +3.5% | -3.9% | +7.4% | +5.4% |
| 30D | -4.4% | -0.2% | -4.2% | -4.6% |
| 3M | -45.8% | +15.9% | -61.7% | -50.9% |
| 6M | +90.1% | +7.5% | +82.7% | +79.1% |
| YTD | +120.3% | -8.2% | +128.5% | +129.7% |
| 1Y | +112.2% | -9.3% | +121.6% | +123.0% |
| 3Y | +36.6% | +48.5% | -11.9% | +3.9% |
| 5Y | +67.0% | +16.0% | +51.0% | +47.1% |
| All | +67.0% | +15.9% | +51.1% | +47.1% |
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