+1,162.4%
VST vs CPAY
+203.9%
+958.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.4% | -2.4% | -2.2% |
| 7D | -6.0% | +13.1% | -19.1% | -10.2% |
| 30D | -18.8% | +15.5% | -34.3% | -23.1% |
| 3M | -8.0% | +14.7% | -22.7% | -12.8% |
| 6M | -10.9% | +33.6% | -44.5% | -20.7% |
| YTD | -18.3% | +52.7% | -71.1% | -32.1% |
| 1Y | -29.9% | +63.5% | -93.4% | -43.5% |
| 3Y | +290.3% | +98.8% | +191.5% | +194.0% |
| 5Y | +635.3% | +88.6% | +546.7% | +450.8% |
| 10Y | +1,162.4% | +213.8% | +948.6% | +762.9% |
| All | +1,162.4% | +203.9% | +958.5% | +762.9% |
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