+146.3%
VXUS vs SSNC
+184.2%
-37.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | +2.3% | +1.4% | +0.9% | +1.8% |
| 30D | -2.2% | -2.6% | +0.4% | -1.6% |
| 3M | -5.4% | -0.6% | -4.8% | -5.6% |
| 6M | -1.2% | +19.9% | -21.1% | -8.4% |
| YTD | +10.4% | -8.2% | +18.6% | +12.1% |
| 1Y | +11.8% | -5.5% | +17.4% | +12.3% |
| 3Y | +68.4% | +56.8% | +11.6% | +38.1% |
| 5Y | +45.9% | +7.8% | +38.1% | +35.2% |
| All | +146.3% | +184.2% | -37.9% | +71.1% |
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 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