+388.2%
VT vs SSNC
+1,006.7%
-618.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.6% | -2.5% | -3.5% |
| 7D | -4.2% | -2.8% | -1.3% | -3.2% |
| 30D | -5.8% | +0.4% | -6.2% | -6.2% |
| 3M | -5.2% | -0.7% | -4.5% | -5.4% |
| 6M | +0.1% | +13.9% | -13.8% | -5.6% |
| YTD | +8.2% | -9.4% | +17.6% | +10.4% |
| 1Y | +10.1% | -7.4% | +17.5% | +11.3% |
| 3Y | +69.7% | +55.7% | +14.0% | +39.7% |
| 5Y | +53.4% | +7.8% | +45.6% | +43.1% |
| 10Y | +219.2% | +178.8% | +40.4% | +107.0% |
| All | +388.2% | +1,006.7% | -618.5% | +86.8% |
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