+84.5%
VTR vs SSNC
+19.2%
+65.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -1.1% |
| 7D | -0.3% | -4.0% | +3.7% | +1.1% |
| 30D | +1.1% | +0.5% | +0.6% | +0.8% |
| 3M | +7.9% | +18.9% | -11.0% | +0.9% |
| 6M | +6.2% | +10.8% | -4.7% | +1.5% |
| YTD | +17.7% | -7.1% | +24.9% | +20.2% |
| 1Y | +32.9% | -9.6% | +42.5% | +37.1% |
| 3Y | +129.7% | +51.1% | +78.6% | +80.8% |
| All | +84.5% | +19.2% | +65.3% | +55.1% |
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