+213.8%
VICR vs CPAY
+49.1%
+164.7%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -0.1% | +11.2% | +11.2% |
| 7D | +5.0% | -2.0% | +6.9% | +5.7% |
| 30D | -12.5% | -0.4% | -12.1% | -12.6% |
| 3M | -33.6% | +16.4% | -50.0% | -38.3% |
| 6M | +10.7% | +23.5% | -12.9% | -0.9% |
| YTD | +80.6% | +35.7% | +44.9% | +51.1% |
| 1Y | +288.4% | +30.2% | +258.2% | +231.7% |
| 3Y | +213.8% | +49.7% | +164.1% | +124.9% |
| All | +213.8% | +49.1% | +164.7% | +124.9% |
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