+12.8%
VG vs CPAY
+29.9%
-17.1%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.5% |
| 7D | +1.7% | +2.1% | -0.4% | +1.9% |
| 30D | +16.0% | +5.5% | +10.5% | +16.5% |
| 3M | +9.7% | +16.6% | -6.8% | +11.2% |
| 6M | +29.6% | +26.7% | +2.9% | +32.9% |
| YTD | +112.0% | +38.4% | +73.7% | +115.8% |
| 1Y | +12.8% | +30.1% | -17.3% | +11.6% |
| All | +12.8% | +29.9% | -17.1% | +11.6% |
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 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