+33.8%
VWO vs SSNC
+19.2%
+14.6%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | +0.2% |
| 7D | -1.8% | -4.0% | +2.3% | -0.7% |
| 30D | -0.1% | +0.5% | -0.6% | -0.3% |
| 3M | +2.2% | +18.9% | -16.7% | -3.1% |
| 6M | +8.8% | +10.8% | -2.1% | +5.1% |
| YTD | +12.4% | -7.1% | +19.5% | +14.7% |
| 1Y | +15.6% | -9.6% | +25.2% | +18.9% |
| 3Y | +62.5% | +51.1% | +11.5% | +37.3% |
| All | +33.8% | +19.2% | +14.6% | +21.9% |
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 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