+52.7%
VSAT vs CPAY
+53.2%
-0.5%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.6% | +1.9% | +2.2% |
| 7D | +3.4% | -2.7% | +6.1% | +4.9% |
| 30D | -12.2% | +0.6% | -12.8% | -12.7% |
| 3M | +20.6% | +17.0% | +3.6% | +9.8% |
| 6M | +60.2% | +24.1% | +36.1% | +40.2% |
| YTD | +115.3% | +35.7% | +79.5% | +76.1% |
| 1Y | +154.6% | +34.0% | +120.6% | +109.3% |
| 3Y | +211.2% | +50.3% | +160.9% | +128.6% |
| 5Y | +52.7% | +56.7% | -4.0% | -4.2% |
| All | +52.7% | +53.2% | -0.5% | -4.2% |
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 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