+49.7%
CPAY vs VIG
+55.8%
-6.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -1.2% |
| 7D | -2.0% | -1.1% | -0.9% | -0.3% |
| 30D | -0.4% | -2.7% | +2.4% | +4.1% |
| 3M | +16.4% | +2.5% | +13.8% | +11.8% |
| 6M | +23.5% | +9.2% | +14.3% | +7.2% |
| YTD | +35.7% | +9.8% | +25.8% | +17.1% |
| 1Y | +30.2% | +12.4% | +17.8% | +8.3% |
| 3Y | +49.7% | +55.9% | -6.2% | -23.4% |
| All | +49.7% | +55.8% | -6.1% | -23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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