+98.1%
CPAY vs VLTO
+72.7%
+25.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.2% |
| 7D | +11.9% | +2.0% | +9.9% | +10.9% |
| 30D | +15.1% | +21.8% | -6.7% | +5.1% |
| 3M | +16.5% | +20.2% | -3.7% | +7.0% |
| 6M | +33.1% | +36.3% | -3.2% | +15.0% |
| YTD | +52.2% | +18.8% | +33.4% | +40.6% |
| 1Y | +65.6% | +20.4% | +45.2% | +51.5% |
| All | +98.1% | +72.7% | +25.4% | +74.6% |
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