+49.8%
CPAY vs VO
+54.6%
-4.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +1.8% |
| 7D | -2.7% | -2.5% | -0.2% | +0.6% |
| 30D | +0.6% | -3.2% | +3.8% | +5.0% |
| 3M | +17.0% | +3.9% | +13.1% | +10.9% |
| 6M | +24.1% | +9.6% | +14.5% | +9.0% |
| YTD | +35.7% | +11.6% | +24.2% | +16.7% |
| 1Y | +34.0% | +12.6% | +21.4% | +13.8% |
| All | +49.8% | +54.6% | -4.8% | -13.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling