+67.8%
VTV vs SSNC
+49.3%
+18.6%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | +0.2% |
| 7D | -1.1% | -4.0% | +2.9% | 0.0% |
| 30D | -1.0% | +0.5% | -1.6% | -1.2% |
| 3M | +4.6% | +18.9% | -14.3% | -0.8% |
| 6M | +13.5% | +10.8% | +2.7% | +9.9% |
| YTD | +18.5% | -7.1% | +25.6% | +22.2% |
| 1Y | +22.9% | -9.6% | +32.5% | +28.1% |
| 3Y | +67.8% | +51.1% | +16.8% | +40.9% |
| All | +67.8% | +49.3% | +18.6% | +40.9% |
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