+49.7%
CPAY vs VYM
+65.1%
-15.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.7% | -1.1% |
| 7D | -2.0% | -0.8% | -1.2% | -0.7% |
| 30D | -0.4% | -2.2% | +1.9% | +3.2% |
| 3M | +16.4% | +3.1% | +13.3% | +10.9% |
| 6M | +23.5% | +9.7% | +13.8% | +6.5% |
| YTD | +35.7% | +14.9% | +20.8% | +8.9% |
| 1Y | +30.2% | +17.6% | +12.6% | +0.8% |
| 3Y | +49.7% | +65.3% | -15.6% | -28.7% |
| All | +49.7% | +65.1% | -15.3% | -28.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling