+977.6%
VRT vs CPAY
+55.3%
+922.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.1% | +3.7% | +3.6% |
| 7D | -8.4% | -2.0% | -6.4% | -7.5% |
| 30D | -10.9% | -0.4% | -10.5% | -10.9% |
| 3M | -13.7% | +16.4% | -30.0% | -21.4% |
| 6M | -4.1% | +23.5% | -27.7% | -17.1% |
| YTD | +58.7% | +35.7% | +23.1% | +26.0% |
| 1Y | +89.6% | +30.2% | +59.5% | +53.0% |
| 3Y | +558.1% | +49.7% | +508.4% | +371.3% |
| All | +977.6% | +55.3% | +922.3% | +564.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling