+753.0%
VST vs CPAY
+60.0%
+693.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.3% | +3.8% |
| 7D | +8.9% | +2.1% | +6.8% | +8.1% |
| 30D | +6.2% | +5.5% | +0.7% | +4.1% |
| 3M | -2.7% | +16.6% | -19.3% | -8.7% |
| 6M | -8.4% | +26.7% | -35.0% | -17.5% |
| YTD | -7.2% | +38.4% | -45.6% | -20.4% |
| 1Y | -20.9% | +30.1% | -51.0% | -30.8% |
| 3Y | +384.0% | +52.6% | +331.4% | +300.1% |
| All | +753.0% | +60.0% | +693.1% | +553.7% |
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