+228.7%
VTV vs SSNC
+173.6%
+55.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | +0.1% |
| 7D | -1.1% | -4.0% | +2.9% | +0.4% |
| 30D | -1.0% | +0.5% | -1.6% | -1.3% |
| 3M | +4.6% | +18.9% | -14.3% | -2.4% |
| 6M | +13.5% | +10.8% | +2.7% | +8.3% |
| YTD | +18.5% | -7.1% | +25.6% | +20.4% |
| 1Y | +22.9% | -9.6% | +32.5% | +25.9% |
| 3Y | +67.8% | +51.1% | +16.8% | +39.3% |
| 5Y | +81.8% | +19.7% | +62.2% | +62.5% |
| All | +228.7% | +173.6% | +55.1% | +129.5% |
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 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