+769.3%
VST vs SSNC
+21.4%
+747.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.2% | +4.7% | +3.9% |
| 7D | +8.9% | +0.6% | +8.3% | +8.6% |
| 30D | +6.2% | +6.0% | +0.2% | +4.0% |
| 3M | -2.7% | +21.0% | -23.7% | -9.8% |
| 6M | -8.4% | +12.1% | -20.4% | -12.5% |
| YTD | -7.2% | -3.2% | -4.0% | -5.9% |
| 1Y | -20.9% | -4.4% | -16.5% | -19.6% |
| 3Y | +384.0% | +51.6% | +332.4% | +303.4% |
| All | +769.3% | +21.4% | +747.9% | +656.7% |
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