+68.5%
VG vs CPAY
+62.3%
+6.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.4% | -2.3% | -0.6% |
| 7D | +14.0% | +1.6% | +12.4% | +14.4% |
| 30D | -1.0% | +17.6% | -18.6% | +2.7% |
| 3M | -2.7% | +8.7% | -11.4% | -0.4% |
| 6M | +1.5% | +39.5% | -38.1% | +8.2% |
| YTD | +93.7% | +53.6% | +40.1% | +114.3% |
| 1Y | +68.5% | +63.3% | +5.3% | +89.0% |
| All | +68.5% | +62.3% | +6.3% | +89.0% |
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 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