+29.8%
VCIT vs CPAY
+144.7%
-115.0%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | -0.2% | -2.5% | +2.3% | -0.1% |
| 30D | -0.5% | +1.3% | -1.8% | -0.6% |
| 3M | -0.9% | +13.5% | -14.4% | -1.4% |
| 6M | -1.9% | +24.7% | -26.7% | -2.7% |
| YTD | -1.0% | +34.9% | -35.9% | -2.1% |
| 1Y | +0.2% | +29.7% | -29.5% | -0.8% |
| 3Y | +19.0% | +49.4% | -30.4% | +16.8% |
| 5Y | +3.1% | +53.5% | -50.4% | +0.5% |
| 10Y | +29.8% | +152.5% | -122.7% | +25.6% |
| All | +29.8% | +144.7% | -115.0% | +25.6% |
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