+70.8%
CPAY vs VYM
+17.8%
+53.0%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -3.3% | +10.1% | +9.7% |
| 7D | +12.3% | -3.0% | +15.4% | +15.0% |
| 30D | +9.9% | +0.9% | +9.0% | +7.3% |
| 3M | +13.3% | -2.7% | +16.0% | +15.6% |
| 6M | +47.2% | +3.4% | +43.8% | +39.1% |
| YTD | +48.5% | +13.3% | +35.2% | +25.3% |
| 1Y | +70.8% | +17.0% | +53.8% | +39.5% |
| All | +70.8% | +17.8% | +53.0% | +39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling