+51.8%
VG vs CPAY
+59.0%
-7.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +3.0% | -10.6% | -7.0% |
| 7D | -16.4% | +5.7% | -22.1% | -15.3% |
| 30D | -10.8% | +4.2% | -15.0% | -9.8% |
| 3M | -6.3% | +5.6% | -11.9% | -5.0% |
| 6M | -12.5% | +34.7% | -47.2% | -7.3% |
| YTD | +76.9% | +39.1% | +37.8% | +95.0% |
| 1Y | +51.8% | +60.3% | -8.5% | +75.3% |
| All | +51.8% | +59.0% | -7.2% | +75.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling