-38.0%
VG vs CPAY
+7.7%
-45.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.2% | +4.4% | +2.8% |
| 7D | -2.5% | +0.6% | -3.1% | -2.8% |
| 30D | +11.1% | +3.6% | +7.5% | +9.6% |
| 3M | +14.9% | +16.6% | -1.8% | +8.3% |
| 6M | +18.4% | +29.5% | -11.1% | +4.8% |
| YTD | +116.6% | +35.3% | +81.3% | +84.2% |
| 1Y | +9.4% | +30.6% | -21.3% | -4.8% |
| All | -38.0% | +7.7% | -45.7% | -36.4% |
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 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