+379.1%
V vs CPAY
+155.2%
+224.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +0.9% | +0.9% |
| 7D | -1.2% | -2.0% | +0.7% | -0.3% |
| 30D | +3.1% | -0.4% | +3.4% | +3.2% |
| 3M | +16.3% | +16.4% | 0.0% | +8.3% |
| 6M | +20.4% | +23.5% | -3.1% | +8.0% |
| YTD | +6.3% | +35.7% | -29.4% | -10.2% |
| 1Y | +8.7% | +30.2% | -21.5% | -6.8% |
| 3Y | +53.3% | +49.7% | +3.6% | +17.9% |
| 5Y | +71.1% | +56.6% | +14.5% | +25.6% |
| All | +379.1% | +155.2% | +224.0% | +187.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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