+82.2%
CPAY vs VLTO
+56.1%
+26.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.3% |
| 7D | +11.9% | +2.0% | +9.9% | +10.9% |
| 30D | +15.1% | +21.8% | -6.7% | +5.5% |
| 3M | +16.5% | +20.2% | -3.7% | +7.3% |
| 6M | +33.1% | +36.3% | -3.2% | +15.7% |
| YTD | +52.2% | +18.8% | +33.4% | +40.9% |
| 1Y | +65.6% | +20.4% | +45.2% | +51.9% |
| 3Y | +100.2% | +71.9% | +28.3% | +68.3% |
| All | +82.2% | +56.1% | +26.1% | +55.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling