+81.2%
VCIT vs CPAY
+1,747.8%
-1,666.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | 0.0% |
| 7D | -0.5% | +10.4% | -10.8% | -0.7% |
| 30D | +1.0% | +16.2% | -15.1% | +0.7% |
| 3M | -1.4% | +13.7% | -15.1% | -1.7% |
| 6M | -2.1% | +35.2% | -37.3% | -2.7% |
| YTD | -1.8% | +53.5% | -55.3% | -2.8% |
| 1Y | -1.4% | +58.9% | -60.3% | -2.4% |
| 3Y | +19.3% | +99.8% | -80.5% | +17.3% |
| 5Y | +4.1% | +93.3% | -89.1% | +2.2% |
| 10Y | +30.9% | +221.5% | -190.5% | +28.8% |
| All | +81.2% | +1,747.8% | -1,666.6% | +80.0% |
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