+165.8%
VXUS vs SSNC
+846.1%
-680.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | +2.1% | +2.3% | -0.2% | +1.3% |
| 30D | -1.1% | -3.1% | +2.0% | -0.3% |
| 3M | -5.6% | -2.7% | -2.9% | -5.1% |
| 6M | -2.3% | +23.7% | -25.9% | -10.3% |
| YTD | +10.4% | -8.0% | +18.4% | +11.8% |
| 1Y | +13.1% | -4.7% | +17.8% | +13.0% |
| 3Y | +68.0% | +58.0% | +10.0% | +37.9% |
| 5Y | +45.8% | +8.0% | +37.8% | +35.5% |
| 10Y | +144.7% | +183.8% | -39.1% | +53.5% |
| All | +165.8% | +846.1% | -680.4% | -11.4% |
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