+1,390.2%
CPAY vs VEU
+190.0%
+1,200.3%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.5% | +0.5% |
| 7D | -2.5% | +0.3% | -2.8% | -2.8% |
| 30D | +1.3% | +0.7% | +0.6% | +0.6% |
| 3M | +13.5% | +4.7% | +8.8% | +8.0% |
| 6M | +24.7% | +11.6% | +13.1% | +11.0% |
| YTD | +34.9% | +16.8% | +18.1% | +14.6% |
| 1Y | +29.7% | +24.9% | +4.8% | +3.2% |
| 3Y | +49.4% | +75.7% | -26.4% | -14.1% |
| 5Y | +53.5% | +56.1% | -2.6% | -0.4% |
| 10Y | +152.5% | +153.6% | -1.2% | +9.5% |
| All | +1,390.2% | +190.0% | +1,200.3% | +501.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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