+319.5%
VSH vs SSNC
+1,023.6%
-704.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.2% | -4.4% | -4.3% |
| 7D | +14.3% | +2.3% | +12.0% | +13.0% |
| 30D | -7.9% | -3.1% | -4.7% | -6.7% |
| 3M | -19.9% | -2.7% | -17.1% | -19.4% |
| 6M | -30.5% | +23.7% | -54.2% | -40.6% |
| YTD | +85.7% | -8.0% | +93.7% | +85.5% |
| 1Y | +98.9% | -4.7% | +103.6% | +94.7% |
| 3Y | +32.1% | +58.0% | -25.9% | -2.7% |
| 5Y | +39.7% | +8.0% | +31.7% | +26.0% |
| 10Y | +117.6% | +183.8% | -66.2% | +13.7% |
| All | +319.5% | +1,023.6% | -704.1% | -8.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling