-50.0%
VTRS vs CPAY
+155.2%
-205.1%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -2.2% | -2.0% | -0.2% | -1.5% |
| 30D | +3.3% | -0.4% | +3.7% | +3.3% |
| 3M | +2.0% | +16.4% | -14.4% | -3.7% |
| 6M | +19.9% | +23.5% | -3.6% | +10.1% |
| YTD | +35.7% | +35.7% | +0.1% | +19.2% |
| 1Y | +68.1% | +30.2% | +37.9% | +49.1% |
| 3Y | +87.1% | +49.7% | +37.4% | +54.1% |
| 5Y | +47.6% | +56.6% | -8.9% | +17.0% |
| All | -50.0% | +155.2% | -205.1% | -65.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling