+12.9%
VT vs CPAY
+63.6%
-50.8%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +1.1% |
| 7D | -0.7% | +10.4% | -11.1% | -1.5% |
| 30D | -1.7% | +16.2% | -17.9% | -3.1% |
| 3M | -2.3% | +13.7% | -16.0% | -3.4% |
| 6M | +1.5% | +35.2% | -33.7% | -1.5% |
| YTD | +12.0% | +53.5% | -41.5% | +7.0% |
| 1Y | +12.9% | +58.9% | -46.1% | +6.9% |
| All | +12.9% | +63.6% | -50.8% | +6.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling