+305.0%
VZ vs SSNC
+1,082.2%
-777.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.7% |
| 7D | +0.1% | +0.6% | -0.6% | 0.0% |
| 30D | +7.9% | +6.0% | +1.9% | +6.8% |
| 3M | +13.6% | +21.0% | -7.3% | +10.0% |
| 6M | +1.1% | +12.1% | -11.0% | -1.1% |
| YTD | +29.3% | -3.2% | +32.5% | +29.3% |
| 1Y | +21.2% | -4.4% | +25.6% | +21.4% |
| 3Y | +75.9% | +51.6% | +24.3% | +61.6% |
| 5Y | +24.1% | +21.1% | +3.0% | +17.2% |
| 10Y | +62.4% | +177.7% | -115.3% | +30.0% |
| All | +305.0% | +1,082.2% | -777.2% | +143.6% |
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