+645.9%
VST vs SSNC
+7.9%
+638.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | +19.2% | +1.4% | +17.8% | +18.6% |
| 30D | -17.2% | -2.6% | -14.5% | -16.7% |
| 3M | -8.1% | -0.6% | -7.5% | -8.6% |
| 6M | -8.1% | +19.9% | -28.0% | -15.5% |
| YTD | -16.3% | -8.2% | -8.1% | -14.0% |
| 1Y | -24.1% | -5.5% | -18.6% | -23.2% |
| 3Y | +300.2% | +56.8% | +243.4% | +223.7% |
| 5Y | +645.9% | +7.8% | +638.1% | +578.6% |
| All | +645.9% | +7.9% | +638.0% | +578.6% |
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