+1,580.6%
CPAY vs VT
+367.6%
+1,213.1%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.6% | -2.0% | -2.2% |
| 7D | +11.9% | +0.4% | +11.5% | +10.9% |
| 30D | +15.1% | -2.6% | +17.7% | +17.7% |
| 3M | +16.5% | -3.2% | +19.8% | +20.0% |
| 6M | +33.1% | +0.9% | +32.2% | +30.2% |
| YTD | +52.2% | +11.3% | +40.9% | +33.5% |
| 1Y | +65.6% | +14.0% | +51.6% | +41.6% |
| 3Y | +100.2% | +75.8% | +24.4% | +8.3% |
| 5Y | +87.6% | +57.8% | +29.8% | +15.2% |
| 10Y | +205.3% | +219.8% | -14.5% | -4.2% |
| All | +1,580.6% | +367.6% | +1,213.1% | +313.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling