+2,486.9%
VRT vs CPAY
+87.5%
+2,399.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.1% | +3.7% | +3.6% |
| 7D | -8.4% | -2.0% | -6.4% | -7.6% |
| 30D | -10.9% | -0.4% | -10.5% | -10.9% |
| 3M | -13.7% | +16.4% | -30.0% | -20.6% |
| 6M | -4.1% | +23.5% | -27.7% | -15.6% |
| YTD | +58.7% | +35.7% | +23.1% | +30.6% |
| 1Y | +89.6% | +30.2% | +59.5% | +58.0% |
| 3Y | +558.1% | +49.7% | +508.4% | +408.0% |
| 5Y | +953.0% | +56.6% | +896.4% | +675.7% |
| All | +2,486.9% | +87.5% | +2,399.4% | +1,661.8% |
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