+30.6%
VCIT vs CPAY
+203.9%
-173.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.0% | -0.7% |
| 7D | +0.1% | +13.1% | -12.9% | -0.3% |
| 30D | +1.1% | +15.5% | -14.4% | +0.6% |
| 3M | -1.4% | +14.7% | -16.0% | -1.8% |
| 6M | -2.3% | +33.6% | -35.9% | -3.3% |
| YTD | -1.8% | +52.7% | -54.5% | -3.4% |
| 1Y | -1.0% | +63.5% | -64.5% | -2.8% |
| 3Y | +19.3% | +98.8% | -79.5% | +15.9% |
| 5Y | +3.8% | +88.6% | -84.8% | +0.6% |
| 10Y | +30.6% | +213.8% | -183.2% | +26.5% |
| All | +30.6% | +203.9% | -173.3% | +26.5% |
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