+149.2%
CPAY vs VO
+200.3%
-51.0%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.8% | -1.0% |
| 7D | -2.0% | -1.5% | -0.4% | -0.3% |
| 30D | -0.4% | -3.0% | +2.7% | +3.2% |
| 3M | +16.4% | +2.8% | +13.5% | +12.6% |
| 6M | +23.5% | +10.9% | +12.6% | +9.3% |
| YTD | +35.7% | +12.5% | +23.2% | +18.5% |
| 1Y | +30.2% | +12.0% | +18.2% | +14.4% |
| 3Y | +49.7% | +56.3% | -6.6% | -7.6% |
| 5Y | +56.6% | +42.9% | +13.6% | +6.9% |
| All | +149.2% | +200.3% | -51.0% | -24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling