+183.9%
SSNC price history and return analytics
+221.8%
-37.9%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.5% |
| 7D | +2.3% | +2.4% | 0.0% | -0.3% |
| 30D | -3.1% | -1.5% | -1.6% | -1.9% |
| 3M | -2.7% | -4.1% | +1.4% | +1.2% |
| 6M | +23.7% | +0.6% | +23.1% | +21.4% |
| YTD | -8.0% | +11.0% | -19.1% | -19.5% |
| 1Y | -4.7% | +13.3% | -18.0% | -18.5% |
| 3Y | +58.0% | +73.4% | -15.4% | -17.3% |
| 5Y | +8.0% | +57.4% | -49.5% | -36.6% |
| All | +183.9% | +221.8% | -37.9% | -28.8% |
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