+62.0%
CPAY vs VLTO
+26.2%
+35.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -1.9% |
| 7D | +0.6% | -1.6% | +2.1% | +1.3% |
| 30D | +3.6% | -2.9% | +6.4% | +4.8% |
| 3M | +16.6% | +12.7% | +4.0% | +10.3% |
| 6M | +29.5% | +1.6% | +27.9% | +28.2% |
| YTD | +35.3% | -4.0% | +39.2% | +37.6% |
| 1Y | +30.6% | -10.2% | +40.8% | +37.4% |
| All | +62.0% | +26.2% | +35.8% | +51.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling