+1,083.1%
VST vs CPAY
+165.3%
+917.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.6% | +6.7% | +7.1% |
| 7D | -0.5% | +11.9% | -12.4% | -4.7% |
| 30D | -17.1% | +15.1% | -32.2% | -21.4% |
| 3M | -4.6% | +16.5% | -21.1% | -10.2% |
| 6M | -9.1% | +33.1% | -42.2% | -19.1% |
| YTD | -16.6% | +52.2% | -68.8% | -30.8% |
| 1Y | -29.5% | +65.6% | -95.1% | -43.6% |
| 3Y | +297.5% | +100.2% | +197.3% | +197.3% |
| 5Y | +654.5% | +87.6% | +566.9% | +463.6% |
| 10Y | +1,205.2% | +205.3% | +1,000.0% | +740.0% |
| All | +1,083.1% | +165.3% | +917.8% | +734.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling