+83.2%
VCIT vs CPAY
+1,565.5%
-1,482.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | 0.0% |
| 7D | -0.3% | +2.1% | -2.4% | -0.4% |
| 30D | -0.8% | +5.5% | -6.3% | -0.9% |
| 3M | -1.0% | +16.6% | -17.6% | -1.3% |
| 6M | -1.8% | +26.7% | -28.5% | -2.4% |
| YTD | -0.7% | +38.4% | -39.1% | -1.5% |
| 1Y | +1.0% | +30.1% | -29.2% | +0.3% |
| 3Y | +18.8% | +52.6% | -33.7% | +17.5% |
| 5Y | +3.5% | +59.0% | -55.5% | +1.9% |
| 10Y | +29.2% | +148.4% | -119.2% | +27.3% |
| All | +83.2% | +1,565.5% | -1,482.3% | +82.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling