+228.2%
VT vs CPAY
+144.7%
+83.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -0.1% | -2.5% | +2.3% | +0.7% |
| 30D | -0.7% | +1.3% | -2.0% | -1.2% |
| 3M | +4.0% | +13.5% | -9.5% | -0.6% |
| 6M | +12.3% | +24.7% | -12.4% | +3.4% |
| YTD | +14.0% | +34.9% | -20.9% | +1.2% |
| 1Y | +20.3% | +29.7% | -9.4% | +7.7% |
| 3Y | +75.4% | +49.4% | +26.1% | +45.5% |
| 5Y | +66.0% | +53.5% | +12.5% | +33.0% |
| 10Y | +228.2% | +152.5% | +75.7% | +122.8% |
| All | +228.2% | +144.7% | +83.5% | +122.8% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling