+166.1%
SSNC price history and return analytics
+226.9%
-60.8%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | +0.4% |
| 7D | -6.7% | -2.0% | -4.8% | -4.7% |
| 30D | -0.8% | -1.4% | +0.6% | +0.8% |
| 3M | +16.1% | +4.7% | +11.3% | +9.8% |
| 6M | +7.9% | +11.4% | -3.4% | -5.2% |
| YTD | -8.7% | +13.1% | -21.8% | -21.3% |
| 1Y | -9.5% | +19.0% | -28.5% | -26.4% |
| 3Y | +47.7% | +73.9% | -26.3% | -22.5% |
| 5Y | +17.6% | +65.4% | -47.7% | -34.5% |
| All | +166.1% | +226.9% | -60.8% | -32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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