+1,393.8%
CPAY vs VO
+462.6%
+931.2%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.7% | -1.6% |
| 7D | +0.6% | +0.6% | -0.1% | -0.1% |
| 30D | +3.6% | -1.1% | +4.7% | +4.8% |
| 3M | +16.6% | +4.5% | +12.1% | +11.1% |
| 6M | +29.5% | +11.1% | +18.4% | +15.3% |
| YTD | +35.3% | +13.5% | +21.7% | +18.0% |
| 1Y | +30.6% | +14.5% | +16.2% | +13.1% |
| 3Y | +49.7% | +58.1% | -8.4% | -5.9% |
| 5Y | +54.4% | +43.3% | +11.2% | +8.1% |
| 10Y | +142.8% | +193.2% | -50.4% | -15.0% |
| All | +1,393.8% | +462.6% | +931.2% | +230.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling