+11.7%
VG vs CPAY
+31.3%
-19.6%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.6% | +0.8% | +1.4% |
| 7D | +7.0% | -2.7% | +9.7% | +6.8% |
| 30D | +17.2% | +0.6% | +16.7% | +17.3% |
| 3M | +16.8% | +17.0% | -0.3% | +17.9% |
| 6M | +36.3% | +24.1% | +12.2% | +39.0% |
| YTD | +127.9% | +35.7% | +92.2% | +128.6% |
| 1Y | +11.7% | +34.0% | -22.3% | +16.4% |
| All | +11.7% | +31.3% | -19.6% | +16.4% |
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 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