+573.1%
VRT vs CPAY
+48.3%
+524.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.2% | -9.4% | -9.5% |
| 7D | +2.4% | -2.5% | +4.9% | +3.2% |
| 30D | -2.7% | +1.3% | -4.0% | -3.2% |
| 3M | -9.2% | +13.5% | -22.7% | -13.9% |
| 6M | -0.5% | +24.7% | -25.2% | -10.3% |
| YTD | +62.3% | +34.9% | +27.4% | +37.4% |
| 1Y | +109.6% | +29.7% | +79.9% | +80.4% |
| All | +573.1% | +48.3% | +524.8% | +472.3% |
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