+1,428.0%
CPAY vs VT
+384.5%
+1,043.5%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +2.1% | +0.4% | +1.6% | +1.6% |
| 30D | +5.5% | +1.0% | +4.6% | +4.4% |
| 3M | +16.6% | +2.4% | +14.2% | +13.1% |
| 6M | +26.7% | +12.0% | +14.7% | +11.1% |
| YTD | +38.4% | +15.3% | +23.0% | +17.6% |
| 1Y | +30.1% | +22.6% | +7.6% | +3.4% |
| 3Y | +52.6% | +74.7% | -22.1% | -16.2% |
| 5Y | +59.0% | +66.1% | -7.2% | -6.9% |
| 10Y | +148.4% | +225.0% | -76.6% | -23.1% |
| All | +1,428.0% | +384.5% | +1,043.5% | +263.7% |
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