+1,390.2%
CPAY vs VOO
+713.7%
+676.5%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.2% | +0.3% |
| 7D | -2.5% | -0.4% | -2.1% | -2.1% |
| 30D | +1.3% | -1.4% | +2.7% | +2.9% |
| 3M | +13.5% | +3.7% | +9.8% | +8.6% |
| 6M | +24.7% | +13.0% | +11.7% | +8.4% |
| YTD | +34.9% | +12.4% | +22.5% | +18.2% |
| 1Y | +29.7% | +18.6% | +11.1% | +7.0% |
| 3Y | +49.4% | +78.1% | -28.7% | -20.1% |
| 5Y | +53.5% | +82.3% | -28.8% | -19.5% |
| 10Y | +152.5% | +322.5% | -170.1% | -44.4% |
| All | +1,390.2% | +713.7% | +676.5% | +99.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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