+55.7%
SSNC price history and return analytics
+74.4%
-18.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.5% |
| 7D | -2.5% | -0.1% | -2.4% | -2.6% |
| 30D | -2.7% | -3.1% | +0.3% | -0.7% |
| 3M | -0.8% | -3.5% | +2.7% | +1.5% |
| 6M | +15.5% | +0.5% | +15.0% | +14.1% |
| YTD | -8.8% | +10.8% | -19.6% | -17.5% |
| 1Y | -5.8% | +11.9% | -17.7% | -15.6% |
| 3Y | +55.7% | +73.0% | -17.3% | -15.1% |
| All | +55.7% | +74.4% | -18.8% | -15.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling