+1,601.7%
VICR vs CPAY
+155.2%
+1,446.6%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -0.1% | +11.2% | +11.2% |
| 7D | +5.0% | -2.0% | +6.9% | +6.0% |
| 30D | -12.5% | -0.4% | -12.1% | -12.7% |
| 3M | -33.6% | +16.4% | -50.0% | -40.1% |
| 6M | +10.7% | +23.5% | -12.9% | -5.2% |
| YTD | +80.6% | +35.7% | +44.9% | +43.9% |
| 1Y | +288.4% | +30.2% | +258.2% | +213.1% |
| 3Y | +213.8% | +49.7% | +164.1% | +130.4% |
| 5Y | +58.8% | +56.6% | +2.3% | +12.0% |
| All | +1,601.7% | +155.2% | +1,446.6% | +801.1% |
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