+124.8%
VGT vs CPAY
+49.1%
+75.7%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.2% |
| 7D | -0.2% | -2.0% | +1.8% | +0.4% |
| 30D | -0.4% | -0.4% | -0.1% | -0.4% |
| 3M | +4.4% | +16.4% | -11.9% | -0.8% |
| 6M | +32.1% | +23.5% | +8.5% | +22.6% |
| YTD | +28.8% | +35.7% | -6.9% | +14.6% |
| 1Y | +35.3% | +30.2% | +5.2% | +22.1% |
| 3Y | +124.8% | +49.7% | +75.0% | +92.9% |
| All | +124.8% | +49.1% | +75.7% | +92.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling