+142.8%
CPAY vs VT
+221.4%
-78.6%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.6% |
| 7D | +0.6% | +1.0% | -0.5% | -0.6% |
| 30D | +3.6% | -0.2% | +3.8% | +3.9% |
| 3M | +16.6% | +4.5% | +12.1% | +10.0% |
| 6M | +29.5% | +14.1% | +15.4% | +9.5% |
| YTD | +35.3% | +14.8% | +20.5% | +13.6% |
| 1Y | +30.6% | +21.2% | +9.4% | +2.5% |
| 3Y | +49.7% | +76.6% | -26.8% | -24.6% |
| 5Y | +54.4% | +66.6% | -12.2% | -15.8% |
| 10Y | +142.8% | +222.3% | -79.5% | -40.3% |
| All | +142.8% | +221.4% | -78.6% | -40.3% |
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