+33.2%
CPAY vs VLTO
-9.3%
+42.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | 0.0% |
| 7D | -2.5% | -2.6% | +0.1% | -1.8% |
| 30D | +1.3% | -2.5% | +3.8% | +1.9% |
| 3M | +13.5% | +10.1% | +3.4% | +11.2% |
| 6M | +24.7% | +1.0% | +23.7% | +25.0% |
| YTD | +34.9% | -4.8% | +39.7% | +38.5% |
| All | +33.2% | -9.3% | +42.5% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 1y: compounded portfolio wealth divided by compounded VLTO 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…
1y analysis · Full analysis span regression · 6 months rolling