+57.9%
VT vs SSNC
+7.9%
+50.0%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | +2.9% | +1.4% | +1.5% | +2.4% |
| 30D | -2.5% | -2.6% | +0.1% | -1.8% |
| 3M | -3.3% | -0.6% | -2.7% | -3.6% |
| 6M | +1.5% | +19.9% | -18.4% | -6.9% |
| YTD | +11.4% | -8.2% | +19.5% | +14.4% |
| 1Y | +11.9% | -5.5% | +17.5% | +13.3% |
| 3Y | +73.9% | +56.8% | +17.1% | +33.7% |
| 5Y | +57.9% | +7.8% | +50.1% | +47.5% |
| All | +57.9% | +7.9% | +50.0% | +47.5% |
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