+12.4%
VT vs CPAY
+65.6%
-53.1%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.6% | +2.0% | +2.6% |
| 7D | +0.4% | +11.9% | -11.5% | -0.6% |
| 30D | -2.6% | +15.1% | -17.7% | -3.8% |
| 3M | -3.2% | +16.5% | -19.8% | -4.6% |
| 6M | +0.9% | +33.1% | -32.2% | -2.0% |
| YTD | +11.3% | +52.2% | -40.9% | +6.4% |
| All | +12.4% | +65.6% | -53.1% | +6.1% |
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