+130.8%
VTR vs SSNC
+46.7%
+84.1%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.3% |
| 7D | -1.8% | -6.7% | +4.9% | -0.3% |
| 30D | +4.0% | -0.8% | +4.8% | +4.1% |
| 3M | +7.8% | +16.1% | -8.2% | +3.8% |
| 6M | +6.4% | +7.9% | -1.6% | +4.1% |
| YTD | +18.3% | -8.7% | +27.0% | +21.2% |
| 1Y | +33.9% | -9.5% | +43.4% | +37.5% |
| All | +130.8% | +46.7% | +84.1% | +86.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling