+221.5%
CPAY vs VT
+224.4%
-2.9%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | -0.8% |
| 7D | +10.4% | -0.7% | +11.1% | +10.6% |
| 30D | +16.2% | -1.7% | +17.9% | +17.8% |
| 3M | +13.7% | -2.3% | +16.0% | +16.0% |
| 6M | +35.2% | +1.5% | +33.7% | +31.0% |
| YTD | +53.5% | +12.0% | +41.5% | +31.6% |
| 1Y | +58.9% | +12.9% | +46.1% | +35.0% |
| 3Y | +99.8% | +74.9% | +24.8% | +0.9% |
| 5Y | +93.3% | +59.9% | +33.3% | +9.7% |
| 10Y | +221.5% | +224.6% | -3.2% | -26.6% |
| All | +221.5% | +224.4% | -2.9% | -26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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