+56.7%
CPAY vs VO
+40.2%
+16.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +1.7% |
| 7D | -2.7% | -2.5% | -0.2% | +0.3% |
| 30D | +0.6% | -3.2% | +3.8% | +4.6% |
| 3M | +17.0% | +3.9% | +13.1% | +11.5% |
| 6M | +24.1% | +9.6% | +14.5% | +10.6% |
| YTD | +35.7% | +11.6% | +24.2% | +18.7% |
| 1Y | +34.0% | +12.6% | +21.4% | +16.0% |
| 3Y | +50.3% | +55.4% | -5.1% | -8.5% |
| 5Y | +56.7% | +41.8% | +14.8% | +3.8% |
| All | +56.7% | +40.2% | +16.5% | +3.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling