+569.5%
VTV vs SSNC
+1,021.3%
-451.8%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | +0.1% |
| 7D | -0.7% | -3.9% | +3.2% | +0.6% |
| 30D | -0.5% | -0.2% | -0.3% | -0.5% |
| 3M | +5.3% | +15.9% | -10.6% | -0.4% |
| 6M | +12.9% | +7.5% | +5.4% | +9.2% |
| YTD | +18.5% | -8.2% | +26.7% | +20.5% |
| 1Y | +25.3% | -9.3% | +34.6% | +27.8% |
| 3Y | +68.2% | +48.5% | +19.7% | +43.5% |
| 5Y | +80.6% | +16.0% | +64.6% | +65.4% |
| 10Y | +232.9% | +169.2% | +63.8% | +126.0% |
| All | +569.5% | +1,021.3% | -451.8% | +179.5% |
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 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