+213.7%
VT vs SSNC
+172.0%
+41.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.5% |
| 7D | -2.3% | -3.3% | +1.0% | -1.0% |
| 30D | -5.0% | -1.3% | -3.7% | -4.8% |
| 3M | -4.9% | -2.3% | -2.6% | -4.4% |
| 6M | -1.5% | +12.6% | -14.2% | -7.3% |
| YTD | +8.5% | -10.1% | +18.6% | +11.3% |
| 1Y | +11.4% | -6.6% | +17.9% | +12.4% |
| 3Y | +70.1% | +54.0% | +16.1% | +37.2% |
| 5Y | +53.7% | +7.0% | +46.8% | +42.2% |
| All | +213.7% | +172.0% | +41.7% | +115.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling