+1.5%
VSAT vs CPAY
+155.2%
-153.7%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.2% | +0.2% |
| 7D | -1.3% | -2.0% | +0.6% | -0.4% |
| 30D | -14.8% | -0.4% | -14.5% | -14.9% |
| 3M | +2.2% | +16.4% | -14.2% | -6.5% |
| 6M | +60.2% | +23.5% | +36.7% | +40.9% |
| YTD | +115.6% | +35.7% | +80.0% | +77.6% |
| 1Y | +132.9% | +30.2% | +102.7% | +95.4% |
| 3Y | +216.1% | +49.7% | +166.4% | +139.7% |
| 5Y | +52.9% | +56.6% | -3.6% | +9.6% |
| All | +1.5% | +155.2% | -153.7% | -42.2% |
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