+359.1%
VST vs CPAY
+49.5%
+309.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.2% | +3.9% | +2.4% |
| 7D | +9.9% | +0.6% | +9.3% | +9.6% |
| 30D | +7.9% | +3.6% | +4.3% | +6.4% |
| 3M | +3.4% | +16.6% | -13.2% | -3.0% |
| 6M | -4.1% | +29.5% | -33.6% | -14.6% |
| YTD | -5.7% | +35.3% | -41.0% | -18.9% |
| 1Y | -18.9% | +30.6% | -49.5% | -29.5% |
| 3Y | +359.1% | +49.7% | +309.3% | +277.3% |
| All | +359.1% | +49.5% | +309.6% | +277.3% |
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